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Process Forms: Approvers

Dylan B.

Applicable System Roles:

  • Administrator
  • Human Resources

In the left navigation menu, click "Process Forms" then "Form Management"

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Select the form you wish to add/edit or delete Approvers for: 

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SchoolFront supports up to 8 Approvals, defines approval levels and Approver types.  Minimum requirement for employee signature is to have a level 1 Employee approval level.

Low maintenance configuration:

 

  • Parallel Approver- All approvers at a particular level have to approve before the form moves on to the next approver if the box is checked.
    • Note: if this box is unchecked any approver with a specific level can approve and move the form forward.
  • Start Approval Level
  • End Approval Level (use example below for best results)
  • Approver Type
    • Employee (Employee should be selected if needed to sign form)
    • Employee's Attendance Supervisor
    • Employee's Evaluation Supervisor
    • Employee's Manager / Supervisor
    • Employee's Professional Dev Supervisor
    • Empoyee's Supervisor 2
    • Employee's Supervisor 3
    • Employee's Supervisor 4
    • Parent
    • SchoolFront Role
    • Staff Member
    • Staff Member (External)
    • Staff Member(s) Granted Any Access to Employee
    • Staff Member(s) Granted Submit Forms for Employee
    • Staff Member(s) Granted Take Attendance for Employee
    • Staff Member(s) Granted View Attendance Balances for Employee
    • Staff Member(s) Granted View Employee
    • Submitter
    • Title Match
      • Employee Title Match with Optional Same Location filter

Explicit Configuration

  • Specific Staff Member

To edit an approver, click the pencil icon. To add a new form approver, click "New Form Approver":

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Edit - Here you can change the Approval Levels and hit save:

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New Form Approver - Enter the Approver Levels, and select the Approver Type, then click Save. 

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Add A Backup Approver: You may want to have a backup form approver setup, in the event that your primary approver is not available.

1. Go to Human Resources -> Active Employees.

2. Choose an employee from the grid -> Select "Edit" under the "Details" tab.

3. Select a Backup Approver from the dropdown.

-Notifications regarding forms that need attention will also be sent to the backup approver.

 

View Approvers & Forms They Approve:

1. Go to "Time & Attendance" -> "Reports" -> "Approvers".

2. Here you can click on the approvers, and view their form approval details.

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