Home Features Tour Pricing
Blog Support Contact us
Call us today on +44 (0)1227 812932 Get your FREE Trial

Only a 'Super User' may add an 'Approver' or change a staff members 'User Type' on the WhosOff system.

In order to change a user's 'user type' to Approver you can follow these steps:

  • Login to your WhosOff account.
  • Click on the Administration tab.
  • Either find the suser located in the Quick Staff Edit drop down list, 
  •      or click on Manage Staff Members and locate the user in the resulting screen (you can use the Department dropdown at the top of the screen).
  • Once you have located the member of staff click on the Edit link next to their record.
  • On the left go to Staff profile
  • Under User permissions, change the User type dropdown to Approver
  • Click Save Account Details.

Or if you need to change the designated Approver for an employee;
 
  • Login to your WhosOff account.
  • Click on the Administration tab.
  • Either find the staff member located in the Quick Staff Edit drop down list, 
  •      or click on Manage Staff Members and locate the Staff member in the resulting screen (you can use the Department dropdown at the top of the screen).
  • Once you have located the member of staff click on the Edit link next to their record.
  • On the left go to Staff profile
  • Under Department / Approvers / Notifiers on the right hand side, use the Approver dropdown to select this staff member's new approver
  • Click Save Account Details.

PLATFORMS

CATEGORIES

PHRASES

approver, add new approver, change approver, line manager, approval, user type, permissions

Similar articles

Add / edit / cancel leave for Approvers

Approvers who have been given extra permissions can manage leave on behalf of the users that they approve.

Different Approver Levels

This article covers the additional permissions approvers can be given, beyond simply approving and declining leave & overtime.

How to set up an approver / change a user's approver

This article covers setting a user's access level to Approver, and setting a new approver for a staff member.

Changing approvers in bulk

Super users can quickly change the approver for multiple staff, or a whole department using the bulk options.

Setting up 2nd / 3rd Notifiers

While users only have one approver, super users can choose up to 2 individuals to receive notifications about a user's leave requests.

How to Approve Leave

This article covers processing pending leave that your direct reports have requested.

INSTANTLY REDUCE TIME SPENT ON LEAVE MANAGEMENT

Get your long FREE trial today!

No obligation and no payment setup required.
Sign up today and get until Thursday, 26th December 2024 to try the full service, for Free!
 

Start Your Free Trial

Cookie settings for whosoff.com

We use cookies to improve our website experience, we also use cookies to help us undertand how our website is used, enhance site navigation and analyze site usage and advertising. For more information please refer to our Cookie Policy.

AdvertisingEnables storage related to advertising, for example, advertising campaign.
AnalyticsEnables storage related to analytics, for example, visit duration.
TargetingSets consent for sending user data to Google for online advertising purposes.
MarketingSets consent for personalized advertising.
Manage cookies