How to Manual Upload of Approver
- Go to Administrator.
- Click Form Approval.
- Click Manual Upload of Approvers.
- We recommend to select the Name so you can just enter the name of the Department, Section, etc.
- Click Download Template.
- Click Transaction Form Identification to check the form identification of each transaction forms.
- Open the downloaded template and fillout.
- For company id, if one company only, just enter 1. If multiple company, check in Administrator > File Maintenance > Company.
- For form identification, in Transaction Form Identification select Transaction then get the Form Identification of that Transaction.
- For location, division(if any), department, section, subsection(if any), and classification name, check the Employment Information of employee. How to View Employment Information of Employee
- For approver, select approver that will be approver of selected employee and transaction.
- For approval_level, which level is this approver (1st, 2nd, 3rd, etc).
- For leave type name, just enter the Leave Type if the form identification is HR002 or Apply Leave. Other than that, just leave it blank.
- For Option, select between Set As and Align On.
- Set As - you have 1 approver for each level, example one 1st level approver and one 2nd level approver.
- Align On - you have multiple approver for each level, example there's two 1st level approver, either one of them approved the form it will automatically transfer to 2nd level approver.
- In Choose File, select the template. In Action, select Review first to check if there's existing error on our file. Select Save if it's error free.
- Click Import.
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