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Approval Patterns

Time Tracking > Approval Patterns

  • This page applies to the following products: On Premises, Kaseya Advanced, Kaseya Essentials, IT Center

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.