Approval Patterns

Time Tracking > Approval Patterns

The Approval Patterns page defines one-step or two-step approvals patterns. Two types of approvers can approve a timesheet:

• The supervisor of another staff member—as specified using the Supervisor drop-down list in System >Orgs/Groups/Depts/Staff > Manage > Staff.
• A manager, which is the supervisor of a supervisor.

Approval patterns can be created that require approval from a Supervisor, a Manager, or either. For example:

• Supervisor only
• Manager only
• Supervisor or Manager - A single approval by either one is required to approve a timesheet.

Note: The staff records of both approvers and those being approved must be associated with their own VSA user logons.

Note: See Time Tracking configuration options.

Actions

• New - Create a new approval pattern.
• Edit - Edit an existing approval pattern.
• Activate - Activate an approval pattern.
• Deactivate - Deactivate an approval pattern. Deactivating an approval pattern clears that approval pattern from all staff records that are using it. All subsequent timesheets submitted by those staff members are auto-approved until a new approval pattern is assigned to their staff records.

Adding or Editing an Approval Pattern

• Pattern Name - Enter the name of the approval pattern.
• First Approver - Supervisor or Manager.
• Second Approver - Supervisor or Manager or leave blank.