How do I add an approval type?
Use an approval type to group together the approvers who will be assigned to an approval process. Only the approvers listed in the approval type will have the authority to approve or reject items that are assigned to the approval process.
Adding an approval type
1. Open Connect Timekeeping Organization Approval Types.
2. Click New (CTRL+N).
3. Click to select the field titled Approval Type, and then enter the name of the approval type.
Example: Manager's approval
4. Click to select the field titled Description, and then enter a brief description of what happens at the approval type.
The next step is to add the approvers who can approve an item assigned to this approval type.
5. Click Add Approval Users.
The Search form displays.
6. Click to select the names of the approvers who can approve items assigned to this approval type.
To select more than one approver, press and hold the CTRL key on the keyboard and then click on each approver's name.
7. Click OK.
The approvers' names display in the Approvers list.
8. Click Save (CTRL+S).
The approval type is saved. After you add all of the approval types that you'll use in an approval process, the next step is to set up the approval process. See the help topic titled How do I set up an approval process?
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I add approval types to an approval process?
Add the steps the approval process will use to route timesheets to approvers for review. Before you get started Add the approval step to the Approval Types table (Organization > Approval Types). See the help topic titled How do I add an approval ...How do I add an approval process?
Connect can route items through an approval process where approvers can review the item and then approve it or reject it. Before you get started Add approval steps to the Approval Types table. See the help topic titled How do I add an approval step? ...How do I add an approval step?
Use an approval step to group together the approvers who will be assigned to an approval process. Only the approvers listed in the approval step will have the authority to approve or reject items that are assigned to the approval process. Adding an ...How do I add approvers to an approval step?
You can select the approvers who have authority to approve items assigned to each approval step. You can change the approver's list at any time. Adding approvers to an approval step 1. Open Connect Payroll > Organization > Approval Types. 2. Click to ...What is an approval process?
Connect can route items, forms, amounts, and so on through an approval process where approvers can review the item and the approve or reject it. When an item is approved, the item moves to the next approval step. Related topics How do I add an ...