When employees have access to the Employee Portal, they may have permission to submit purchase order requests, submit new state and federal W-4s, and/or request time off. Each of these actions should be subject to an approval process so that someone in the district can approve or deny the changes.
The approval process defines the employee(s) who must approve any of these changes. The approval process for each type of change is unique and may consist of multiple employees. Approvers do not need a Financials User account; they just need to be able to log in to SchoolInsight.
When an employee is next in line to approve an action, he or she will receive a notification via email, on the Employee Portal, and on Financials Main (if applicable). Approval/rejection can be done directly from any of those locations.
To define an approval process:
- Go to Financials Main > Setup > Approval Processes
- Enter the Approver’s name or check Creator’s Supervisor
- Supervisors are assigned at Financials Main > Human Resources > Employees > Positions.