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Use the Approval Hierarchy link to create the approval hierarchies used to approve employee requests. The administrator can create an approval hierarchy for each type of request available to your employees. The administrator may also create a default leave hierarchy, which is used when employee leave requests are approved by the same hierarchy regardless of leave type requested.
Links to the other System Setting options display at the top of the page. Click here to display a table describing each link.
The LINQ EP administrator must identify how the approval hierarchies will function. It is important to have a clear picture of who is involved in the approval hierarchy and at what point in the hierarchy they are involved.
An employee must have an active record in Alio and in LINQ EP to be in included in an approval hierarchy.
An administrator must be active in LINQ EP to be included in an approval hierarchy.
The administrator creates approval hierarchies by approval group. Within an approval group, the administrator may assign multiple approvers at the same level. Each of these approvers will receive notification of the request. If the administrator sets up an approval hierarchy with:
A single approval group for each level, one person in the approval group at each level is required to approve or deny the request. Click here for an example of this approval chain.
Multiple approval groups for each level, one person from each approval group at each level must approve or deny the request. Click here for an example of this approval chain.
If none of the approvers are available, a notification e-mail is automatically sent to the information e-mail account to notify the administrator.
Use the Approval Hierarchy Listing page to create and maintain approval hierarchies. You can access this page from the Admin Home page:
Click the Approval Hierarchy link in the Navigation Menu.
Click the Approval Hierarchy link on the Admin Home page or the System Settings page.
The Approval Hierarchy grid lists all current hierarchies.
Your assigned user role will determine if you can access the Approval Hierarchy link. Your user account must belong to a user role with permission for Approval Groups/Chains to define approval hierarchies.
The following links display on the Approval Hierarchy page.
Link |
Purpose |
Click the link for more information |
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Click the Add button to add an approval hierarchy. |
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Click the Edit icon that corresponds to the approval hierarchy to be updated. You can update approval hierarchy details and assign approvers to the hierarchy. |
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Click the Delete icon that corresponds to the approval hierarchy to be deleted. |
In the Request Type field, click to select the type of request approval groups to display in the Approval Hierarchy grid, e.g., Leave Approval Hierarchy or Time Entry Approval Hierarchy. If the Request Type selected is Leave, click to select the Leave Type to be listed in the request grid.
Click the Filter
button 
to display the filter
criteria boxes used to search for approval group records at the top of
each column. Enter values in the filter criteria boxes to filter the approval
groups displayed in the grid. Use multiple filter criteria to narrow your
search. For example:
Type a specific Level to list all approval hierarchies that pertain to that level.
Type an approver name to list approval hierarchies to which that approver is assigned.
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When a search is implemented, the results will display only the records where the search criteria is located at the beginning of the list. LINQ recommends using the % sign as a wildcard character in the search criteria. Using this search method will include all values assigned to an approval hierarchy in the search process. |
Click the Filter
button again to hide the filter
criteria boxes.
The Approval Hierarchy grid shows the following information for each approval hierarchy. You can click any column heading to sort the approval hierarchy records in the grid in ascending order. You can click the column heading a second time to sort the records in descending order. For example, you can click the Level column heading once to sort the approval hierarchies by level in ascending order.
An Up (ascending) arrow or Down (descending) arrow displays as a visual indicator in the column used to sort the approval group records.
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You can click the following columns to sort the approval group records: Approval Group, Approval Group Description, Level, and Approvers. |
Column Heading |
Definition |
Approval Group |
This column shows approval group that is part of an hierarchy. |
Approval Group Description |
This column shows a description of each approval group. |
Level |
This column shows the level of the approval group in the approval hierarchy. |
Approvers |
This column shows the approvers assigned to this level in the approval hierarchy. |
