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Options for when approver is away in HRMSSS Time and Attendance using Business Portal


Symptoms

Is there any 'approve on behalf of' functionality for HRMSSS approvals? Or what are the options when the approver is away?

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Cause

By design.

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Resolution

Below are the options for HRMSSS Time and Attendance for having another approver to approve while the original approver is away. 

OPTION 1 - The Workflow Task Transfer is the only functionality for when approvers are out of the office. The BP Administrator would have to log into Business Portal, click Administration , click Workflow Task Transfer, and assign the tasks from the user/role who is out of the office to another user/role who needs to approve it. This process only transfers the outstanding work at the time it is run, so it would have to be done daily (or as often as you like) and is a manual process.  With this option, you can transfer tasks without changing any setup.


OPTION 2 - Another option would be to change the setup on the employees to another supervisor ID for the time being. This way any new workflow for the employee will route to the new supervisor code defined. You would have to change the SUPERVISOR field on the Employee Maintenance Card in Microsoft Dynamics GP to be the new supervisor ID, and the new supervisor ID would also need to be setup in BP as a manager. All new workflow will go to the new supervisor code, and you would have to remember to change it back when the correct supervisor returns. (You could use Option 1 to transfer any work-in-process.)



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Article Info
Article ID : 2868090
Revision : 1
Created on : 1/7/2017
Published on : 7/2/2013
Exists online : False
Views : 72