Setting Employee Approval Information

You can set the approval routing to use the record submitter's approval hierarchy. The approval chain depends on the amount field mapping value selected in the approval rule.

You should set up approval information for all employees who create, submit, edit, or approve transactions.

To set employee approval information:

Go to Lists > Employees > Employees.
Click Edit next to the employee's name.
Click the Human Resources tab.
In the Expense and Purchasing section, complete the following for expense reports:
- Expense Limit – Enter the amount this employee can expense without approval from a supervisor or approver.
- Expense Approver – Select the person who will approve the employee's expense reports. If don't select an approver, the employee’s supervisor approves the expense reports.
  
  Note:
  If you select an expense approver, the supervisor is no longer part of the approval hierarchy.
- Expense Approval Limit – Enter the maximum expense report amount this employee can approve when selected as another employee’s approver.
On the Human Resources subtab, click the Approval Information subtab and complete the following fields for journal entries:

Note:
If the Approval Information subtab is not available, contact your account administrator to add this subtab to employee form. For more information about adding subtabs or sublists to a custom form, see Configuring Sublists.
- For Journal Entries:
  - In the Journal Entry Limit field, enter the maximum journal entry amount this employee can submit without approval.
    
    This amount is used if you check the Use Employee Limit (Apply if Higher Than Record Amount Limit) box in the approval rule. For more information, see Creating Approval Rules.
  - In the Journal Entry Approver field, select the employee who can approve journal entries submitted by this employee. For more information, see Supervisors, Approvers, and Approval Limits.
  - In the Journal Entry Approval Limit field, enter the maximum journal entry amount this employee can approve when selected as another employee's approver.
- For Vendor Bills:
  - In the Vendor Bill Approver field, select the employee who can approve vendor bills submitted by this employee.
  - In the Vendor Bill Approval Limit field, enter the maximum vendor bill amount this employee can approve when selected as another employee's approver.
  - In the Vendor Bill Entry Limit field, enter the maximum vendor bill amount that this employee can submit without approval.
- For Sales Orders:
  - In the Sales Order Approver field, select the employee who can approve sales orders submitted by this employee.
  - In the Sales Order Approval Limit field, enter the maximum sales order amount this employee can approve when selected as another employee’s approver.
  - In the Sales Order Entry Limit field, enter the maximum sales order amount this employee can submit without approval.
- For Purchase Orders, refer to Supervisors, Approvers, and Approval Limits.
When you're done, click Save.

For more information, read Entering Human Resources Information for an Employee.

Note:

To set up approval delegation, see Delegating Approvals with SuiteApprovals.

To set employee approval information:

Related Topics