Set Leave Approvals to go to Managers

One common scenario with managing leave is that you might want all Leave Approvals to be done by the Employee's Direct Line Manager. This is the person they report to as listed in the Edit Employee section under Employment Information. See below;

To set up the leave approvals to be sent to the employee's direct manager, you first need to enable "Enhanced Leave Approvals". You do this by going to; Time Off & Leave > Configure > Leave Settings. Once you've checked that option, click Save at the bottom of the screen.


Then, go to Time Off & Leave > Configure > Approval Rules. Here's where you can build complex and flexible rules about how leave is approved.

Click "Add New Condition" and give your condition a name (eg "All Staff Report to Managers"). Then, if this is to apply to everyone, select the filter as "No Filter - All Employees". Then click Save.

Then click "Add Action".

Here's where you define how the condition works. For all line managers to be set as the approvers, just tick the checkbox that says "Include the employee's direct supervisor in the list of approvers". Then click "Save".

Your approval rule should now look something like this:

NOTE: As a backup, it's always good to set a "Default Approver" as well - just in case one of the other approvers is not available.

And that's it! Your leave approval rules are now set up!