Introduction
This is to show how the Administrator can assign an Approver from another company without the need to create a separate user profile. This option will allow your staff from Company A to approve the leaves submitted by another staff from Company B, and vice versa.
To do this, both companies must share their account directories.
Steps
Step 1: Login to Company A as the SuperAdmin.
Step 2: Go to User Admin.
Step 3: Click on
Step 4: Click on
Step 5: Enter the company ID for company B and click at bottom right.
Step 6: Repeat the same steps 1 to 5, this time for company B to share its directory to company A.
Step 7: To assign a staff from company A with the leave approver in company B, login to company B.
Step 8: Click on
Step 9: Click on
Step 10: Click on
Step 11: Search for the name of the employee and click on the "edit" icon
Step 12: Click on the man icon to select and assign the leave approver.
Step 13: A pop-up window will appear with the default view as “My Company”. You can click on the drop-down list to select the other company. Select the approver and click
Step 14: Once assigned, don't forget to click on to save your settings.
NOTE:
If Share Directory has been set, Leave Admins will have an option to access the other entity's leave calendar from Dashboard, at the same time generate cross-entity leave reports.
See Reports > Corporate