Configure Time Off Approval

Time off approval permissions can be set up in multiple locations in HR Management and in Vista. Approval permissions set up in one location do not cancel approval permissions set up in another.

Verify Reviewers on the Time Off Dashboard

Time Off Admins can check all reviewers by selecting the Reviewers button on the Time Off Dashboard (Approval > Time Off Dashboard). Reviewer assignments apply to time off requests submitted after the assignments were made.

Assign Time Off Reviewers in HR Management

In HR Management, you can set up time off approval permissions as follows:
Approval Type Details
Approval Permissions

Use the Approval Permissions page (Admin > Approval Permissions) to assign Can Approve Time Off Requests to specific groups. See Assign Approval Permissions for details.

Manager Column on the User Access page Assign managers as time off approvers for specific employees.
  • SelectAdmin > User Access.
  • In the Module Bundle field, select User Setup.
  • In the Manager column, assign a user to approve time off for the selected employee.
This permission also assigns Timecard Approval.
  • If you need to limit this permission to Timecard Approval, enable the portal setting Ignore manager in user access from approval available under Admin > Portal Settings > Time-Off > Approval.
  • To limit this permission to Time Off Approval, enable the portal setting Ignore user access manager from Timecard Approval available under Admin > Portal Settings > Show Advanced Settings > Timecard > Advanced Configuration.
Leave Reviewer Group on User Access page Apply HQ Reviewer Groups that you created in Vista to users in HR Management.
  • SelectAdmin > User Access.
  • In the Module Bundle field, select User Setup.
  • In the Leave Reviewer Group column, select Edit, and choose a reviewer group. All users assigned to that reviewer group will be able to approve for their assigned employees.
Note: Sequential approval is not supported for Time Off.

Assign Time Off Reviewers in Vista

In Vista, you can set up approval permissions as follows:

Approval Type Details
Timesheet Reviewer Group (PR Employee profile). Select Payroll > Programs > PR Employees. On the
  • On the Add'l Info tab, enter a reviewer group in the Timesheet Reviewer Group field.
  • All users assigned to this HQ Reviewer Group will be able to approve time off requests submitted to their assigned PR employee.
This permission also assigns Timecard Approval.
  • If you are using this permission for timecards but do not want to assign it for Time Off, enable the portal setting Ignore Timesheet Reviewer Group for Leave Requests available under Admin > Portal Settings > Time-Off > Approval.
Leave Approval Group (HR Resource Master) Select Human Resources > Programs > HR Resource Master. On the Other Info tab, assign an HR Approval Group (separate from HQ Reviewer Groups).