Page 52 - Administering the System Participant Guide (SDL)

Time & Timesheet/Leave Manager Timesheet Leave Requests
Expense Request/Expense User Timesheets
Report/Expense Request: Expense Expense Requests
Require Approvals User Expense Reports

Creating and Managing Approval Groups
As part of creating a new business unit, MYCO will need to create a new Time and
Expense Approval Group for the employees in that organization and assign the
department head as their approver. Discharged employees will need to be moved to an
approval group specifically for inactive users to preserve their data while removing them
from approval queues.

Activity 10.2 – Create and Modify Approval Groups
Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Activity Steps

Part 1: Create a new Time and Expense Approval Group
1. Navigate to Admin > Setup > Approval Groups.
2. Select Time and Expense.
3. Select the +Approval Group link.
4. Complete the fields as indicated below:
a. Approval Group: Product Engineering
b. Description: Approvals for members of the Product Engineering
department
5. Press Save.
6. On the Approvers tab, search for eligible Approvers by entering a “%” in the Org
Code field and filtering the results.
7. Assign the approvers so that they appear in order from top to bottom as indicated
below:
• Helen DeMarcus
• Ralph Durbin
• Frank Controller
8. Press Save.

Part 2: Modify an Existing Approval Group
1. Navigate to Admin > Setup > Approval Group.
2. Select Time and Expense.
3. Select the List tab.

Lesson 10: Managing Approval Groups ©2021 Unanet. All rights reserved.
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