Leave Cross-Company Approval

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.

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Step 3: Click on settings2.png 

Step 4: Click on share_directory.png

Step 5: Enter the company ID for company B and click share_directory2.png at bottom right.

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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 leave.png 

Step 9: Click on configuration.png 

Step 10: Click on ROAO_Admin.png 

Step 11: Search for the name of the employee and click on the "edit" icon pencil_icon.png 

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Step 12: Click on the man icon selector_icon.png 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 138.png 

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Step 14: Once assigned, don't forget to click on check.pngto 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. 

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See Reports > Corporate

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