ESS Approvers were previously tied only to Timesheet Input Groups. Enhancements were made in v11.09 to also allow such Approvers to be set up in Personnel records on the HR Personnel Workbench.
New Level of ESS Approvers: HR Personnel Workbench
The Holiday Authorisers field in Human Resources > Personnel Workbench > Organisation tab has been renamed Holiday Authorisers/ESS TS Manager, as shown in ESS TS Manager. This gives you the ability to select Managers, Supervisors, and Directors (Approvers) to authorise ESS Timesheets.
After an Approver is changed in this field for an employee, all Pending records are updated with the new Approver.
ESS TS Manager
Before marking the HR record as an ESS TS Manager, some additional considerations may be needed:
The Approver should be a Coins ERP+ user with a login to be able to approve time on the Approver Workbench in ESS.
To designate an HR employee record to be a Manager, the tickbox on the HR Organisation tab on the Job Assignment layout needs to be ticked, as shown in Mark HR Record to be Approver.
Mark HR Record to be Approver
The Approver can now be selected under the Organisation tab in the HR module. You can set the Approver on the HR Personnel Workbench record for whom the Approver will be approving time, as shown in Designate HR Records for Approver to See. Use the ellipses (...) to look up the available Approvers; if they do not appear in the list, they have not been set in the previous step.
Designate HR Records for Approver to See
The ESS TS Manager should be set as shown in Set ESS TS Manager. The arrows can be used to bring the Manager, Director, or Supervisor over from the Available box to the Selected box. Once an Employee has entered time in the ESS Portal, it appears for approval on the Approvers Workbench in ESS.
This setup can also be achieved with a Load file; to do this, please contact a Coins ERP+ Consultant or Coins ERP+ Support for assistance.
Set ESS TS Manager
New Level of ESS Approvers: ESS Approver Workbench
The ESS Approver Workbench includes functionality that lets you see the second level of Approvers set up on the HR Personnel Workbench.
Approvers
The Approvers field (see Approver Details) on the Timesheet Approval tab in Employee Self Service > ESS Portal > ESS Approver Workbench can display a comma-separated list of Approvers. It also includes the User Ids of Approvers set up in the HR Personnel Workbench. Previously, it only contained the current Approver set on the Timesheet Group in ESS. When drilling into the Timesheet Group on the ESS Approver Workbench, it is possible to view the second level of Approvers who have been set up on the Human Resources Personnel Workbench.
Approver Details
Submit Current Report Line Action
The Submit Current Report Line action is found on the Timesheets by Date screen in Employee Self Service > ESS Portal > Approver Workbench > Awaiting Submit tab > Employee ID link > Timesheets, as shown in Submit Current Report Line Action. This action allows an Approver to submit time for the Employee he/she is responsible for; for example, when the Employee is sick or on holiday. This includes a second level of Approvers defined in the HR Personnel Workbench.
Submit Current Report Line Action
Timesheet Managers Workbench
A Timesheet Managers Workbench appears on the Timesheet Approval tab in Employee Self Service > ESS Portal > Approver Workbench (see Timesheet Managers Workbench) when a Manager is added to the ESS TS Manager field in the HR Personnel Workbench. All Managers from these records are displayed with WE Date and Period Desc as columns and TS Period as a body filter. This HR Approver has the same functional access as the ESS Timesheet Group Approver, thus providing the additional ability to be set on an individual employee, not solely on the ESS TS Group.
Timesheet Managers Workbench
