Define exceptions
In the Assign approvers tab you can create cost unit combinations and assign one or more approvers to each cost unit combination. In this Define exceptions tab you can assign one or more approvers to a specific employee. The exception will overwrite the assigned approver defined in the previous tab.
Important:
This functionality is only accessible for system administrators. It is also only available if you send the following document types: expense claims, timesheets, leave requests, and purchase orders.
How to add an exception for an employee
- Go to Configuration - Cost units tab Define exceptions.
- Click Add new exception.
- In the Requester field, select the employee for whom you want to create an exception.
- Select with which role the approvers will approve.
- Add the approver(s).
- Click Add exception.
Once saved, you can add or remove approvers for the employee by clicking the Edit icon. You can also delete the entire exception by clicking the Delete icon.
You can test the exceptions in the workflow simulator. See: Set up workflows.