Overview: To ensure that time off requests your employees submit require approval, you can enable time off approvals from within an employee profile, when adding new employees, or for every employee on the account at once from the Time Off Settings page.
Note: When adding new employees to Buddy Punch, the Requires approval for Time Off requests box is checked by default.
Instructions:
Enable Time Off
1. To enable time off, start by clicking Settings --> Time Off:
2. Check the box next to Allow Employee Time Off and Save when done:
Require Approval for Time Off Per Employee
Once time off has been enabled, you can then enable time off approvals on a per-employee basis.
1. Start by clicking Employees in the top navigation and then View next to the name of an employee to access their profile:
2. Once in the employee profile, click Edit in the top right-hand corner:
3. Scroll down to the Permissions section on the right, then check the box next to Requires approval for Time Off requests and Save once done:
4. Once enabled, if the employee submits a time off request, it will require approval from an Administrator or assigned Manager.
Bulk Require Approval for All Employees
Rather than manually adjusting permissions for each employee, you can make it so approval is or is not required for all employees on the account at once from within the Time Off settings.
1. Start by clicking Settings --> Time Off:
2. In the left side menu, click Require Approval:
3. Next, depending on what your business needs are, click either Require Approval for All Employees, or Don't Require Approval for Any Employees:
4. You'll be asked to confirm, since this overrides the setting on each employee's profile. Click Yes, I understand:
5. A notice appears at the top of the page to confirm that the approval requirements have been adjusted for all employees:
FAQs
Q: Do I need to enable this option for each employee?
A: Not necessarily. You can enable it for one employee at a time from their profile, or use the Require Approval for All Employees button on the Time Off Settings page to update every employee on the account at once.
Q: What is the default requirement for new employees?
A: When a new profile is created, by default approval will be required for time off requests. If you don't want approval to be required, then while creating the new profile, be sure to uncheck the box for "Requires approval for Time Off requests" before saving.