This is where Approving Officers (AO) and/or Recommending Officers (RO) can be assigned to the staff. There are four options to choose from and each option is discussed below:
User can select anyone as RO/AO - this option will allow each of the staff to choose any leave user in the system to be their approving/recommending officer when applying for a leave
- Predefined AO, anybody can be the RO
If you only have one or two Approving Officer/s, choose the option of pre-defining AO. The benefit of doing this is for every new user you add to the leave system, they automatically will see and choose from the list of AO that has been created without having you do anything. ROs can be any leave user in the system
Step 1: Select the Pre-defined AO
Step 2: Click on under the Action column
Step 3: The following window will appear. Select the desired AO by putting a tick beside the name
Step 4: Click on to save the selection.
- Predefined AO/RO
If you only have several RO/AO, you may choose the option of pre-defining RO/AO. The benefit of doing this is for every new user you add to the leave system, they automatically will see and chose their Recommending Officer/Approving Officer from the list without having you do anything.
Step 1: Select the third option
Step 2: To add RO or AO, click on the. Select the desired RO/AO
Step 6: Click on to save.
Step 7: To check who are the RO/AO assigned, you can click on the icon.
- AO/RO for each user must be selected by Leave Administrator
If your company is large or has many departments with different AO/RO, this option allows you to specify the AO/RO for individual users.
Step 1: Select the last option
Step 2: Click on the icon on the right-most column and the fields to assign the AO/RO for the staff will be enabled
Step 3: Click on the button to add the AO and RO for each user.
Step 4: Click on to save the configuration.
Note: You will have to do steps 2-4 for each user