FAQ-ID:1153
Generally speaking, employee applications and approvals are sent to their corresponding department managers for signing, however, in certain scenarios, this may not be possible. This is why the workplace admins should set dotted-line managers to help sign off and process the employee requests.
All employee request forms follow the organizational chart set in the HR tool for approvals. Setting dotted-line managers will make sure that the workflow will not be impeded.
This setting has to be done using the web version of WorkDo, so please log into WorkDo from a web browser and follow the steps below to set the dotted-line managers.
Set Dotted-Line Managers
Plan:FreePaid
Tool Role:EmployeeHR StaffHR Viewer
Interface:AppWeb
Steps:
- Switch to the HR tool.
- Click Employee Profiles.
- Click the Edit icon of an employee.
- Edit the following fields.
- Dotted-Line Manager
Select an appropriate member. - Process Signing Requests By Dotted-Line Manager
Click Yes to allow another member to process employee requests.
- Dotted-Line Manager
- Scroll down to the bottom and click Save. From now, all employee requests of this member will pass on to the selected dotted-line manager for approvals, and should the dotted-line manager escalates the requests, they will follow the signing flow that’s set for him/her.
Reminders
- Prior to adjusting employee profiles, please follow the instructions in Start WorkDo in 5 steps and The HR tool setup.
- The employee requests sent to the original manager prior to the change will not pass on to the dotted-line manager.
- The Expenses and Approvals tools allow employees to select designated approvers that are outside of the signing flow.
- Wanna know in-depth setting tutorials? Be sure to check out the HR Tool Manual!