To trigger an approval flow and send a notification to your defined approver, all you need to do is hitting the 'Submit' button Timesheets, Expenses, or Holiday Requests in 'My Precursive'. You can do all that from the 'My Precursive' tab.
If an Approval Process has been set up for your organization by your Precursive Super User, once Timesheets, Expenses or Holiday Requests are submitted by your team, these will be marked as ‘Pending Approval’ of the relevant managers. And you can manage them all from the 'My Precursive' Tab.
Navigate to the 'My Precursive' tab
Find the 'Approvals' component
Select the relevant Object tab
By hovering over the Resource Name, you can see the details of the Approval Request. You can then select the requests that you would like to approve (or reject) and click on the relevant button.
❗For better visibility of the details of the requests, you can also navigate to the 'Approvals' tab in Precursive and manage them from there ❗
Set up a Delegated Approver
When you are out of the office or want someone to act as a backup for Approval you can name a Delegate Approver.
[Admin] Enable Delegate Approval
Option 1: Allow each user to identify a Delegate Approver
Enable Delegate Approval on the Approval Process
From Setup navigate to Approval Processes
Choose either Holiday Request, Expense, Timesheet, or Timesheet Line Item from the Manage Approval Processes For picklist
Select the appropriate Active Approval Process
Select Edit by each Approval Step in the Approval Steps list
For each Approval Step choose Next, then Next again until you reach "Step 3. Select Assigned Approver"
Ensure the checkbox "The approver's delegate may also approve this request" is checked
Then select Save
Repeat for each Approval Step
❗Delegate Approvers will not see approval items appear in the Approval component on My Precursive or the Approval Request tab of Salesforce❗
Option 2: Identify a single person or group to act as Delegate Approvers for all users An alternative option for Delegate Approvers if you need a single person or Group of Users to act as "Delegate Approvers" for all users then this can be achieved through configuring the Approval Process. In the Approval Process add multiple approvers who can be granted either unanimous approval or first response.
Define a Delegate Approver
Navigate to your Salesforce Account setting; Choose your profile picture and choose Settings.
Then choose Approval Settings from the menu on the left
Select the Delegate Approver
To view records and approve as a Delegate Approver:
Option 1: Receive Approval Request Emails for Delegated Approvers:
Delegate approvers can approve from the email notifications.
Go to the Delegate Approver User's detail page and click on Edit.
Change the "Receive Approval Request Emails" option to "If I am an approver or delegated approver".
This will allow the delegated approver to get an email sent whenever there is a record in the approval process for which they are the delegated approver.
Option 2: Configure the Approval Process with multiple Approvers
An alternative option for Delegate Approvers if you need a single person or Group of Users to act as "Delegate Approvers" for all users then this can be achieved through configuring the Approval Process. In the Approval Process add multiple approvers which can then be defined they can be assigned as either unanimous approval or based upon first response.
Performing Approval Actions for Others
From 'My Precursive', Resources can submit their Timesheets, Holiday Requests and run Approvals (this last one if that has been setup and they are line managers or Project Owners depending on the setup).
What happens if somebody has gone on holiday without submitting their Timesheets or Holidays or running their Approvals?
Line Managers and Salesforce Admins can come to the rescue!
Line Managers can recall/submit Holidays and Timesheets on behalf of their team.
Salesforce Admins can login as Line Managers to run their Approvals.
How to Recall / Submit Holidays and Timesheets for Other Users
If you care a line manager, you can do that for your team by navigating to your 'My Precursive' and look for the name of the Resource you want to recall/submit Holidays or Timesheet for.
How to Run Approvals for Other Users
A Salesforce Admin can login as a User from the Salesforce setup and run their approvals. To do that:
Navigate to Salesforce Setup (gear icon on top right side of your Salesforce Org)
Search for 'Users' on the quick find
Click on 'Login' next to the name of the User you want to login as
Go to their 'My Precursive' or to the 'Approvals' tab to run their approvals on their behalf
Precursive Mobile App
With the Precursive Mobile App, you can approve/reject items in bulk. To do so, navigate to the Approvals page from the navigation bar.
On the Approvals page you'll be able to see the list of Timesheets, Expenses and Holidays awaiting your approval. From there:
Select the items you'd like to approve/reject by checking the checkbox against each of them, or select all by checking the checkbox on the spreadsheet header.
Then hit the Reject/Approve button in the right upper corner of the page to reject or approve your items.
