{"id":6694,"date":"2021-04-20T09:53:14","date_gmt":"2021-04-20T09:53:14","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6694"},"modified":"2022-06-04T20:11:13","modified_gmt":"2022-06-04T20:11:13","slug":"1153","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1153\/","title":{"rendered":"How to sign off approvals on behalf of other managers?"},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1153<\/span><br \/>\nGenerally 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.<\/p>\n<p>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.<!--more--><\/p>\n<p>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.<\/p>\n<div class=\"secondary\">\n<h5>Set Dotted-Line Managers<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool admin<\/a><\/span><\/div>\n<div class=\"icon\">Tool Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"active\">HR Staff<\/span><span class=\"disable\">HR Viewer<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<p>Steps\uff1a<\/p>\n<ol>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1111\/\" target=\"_blank\" rel=\"noopener noreferrer\">Switch to the HR tool<\/a>.<\/li>\n<li>Click Employee Profiles.<\/li>\n<li>Click the Edit icon of an employee.<\/li>\n<li>Edit the following fields.\n<ul>\n<li><b>Dotted-Line Manager<\/b><br \/>\nSelect an appropriate member.<\/li>\n<li><b>Process Signing Requests By Dotted-Line Manager<\/b><br \/>\nClick Yes to allow another member to process employee requests.<\/li>\n<\/ul>\n<\/li>\n<li>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\u2019s set for him\/her.<\/li>\n<\/ol>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminders<\/h5>\n<ul>\n<li>Prior to adjusting employee profiles, please follow the instructions in <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 steps<\/a> and <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">The HR tool setup<\/a>.<\/li>\n<li>The employee requests sent to the original manager prior to the change will not pass on to the dotted-line manager.<\/li>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1023\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Expenses and Approvals tools allow employees to select designated approvers that are outside of the signing flow.<\/a><\/li>\n<li>Wanna know in-depth setting tutorials? Be sure to check out the HR Tool Manual!<\/li>\n<\/ul>\n<p><a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">HR Tool Manual<\/a><\/p>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1045\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do some of the leave requests are automatically escalated?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">The HR tool setup.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 steps.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1038\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to invite people to a workplace?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1123\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to assign an approver?<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1153 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<a href=\"https:\/\/portal.workdo.com.cn\/en\/ufaqs\/1153\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[556],"ufaq-tag":[1333,1030,1168,1332,1130,1331,1029],"_links":{"self":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq\/6694"}],"collection":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/comments?post=6694"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/media?parent=6694"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-category?post=6694"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.com.cn\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6694"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}