Setting Up Leave Approvals

Setting Up Leave Approvals

Follow these steps to set up leave approval in JobBag.

1. Create Approval/Approver User Groups

• Go to File > Administration > User Maintenance
• Create new user groups for Approval/Approver roles
• Create new or clone existing user groups for Approval/Approver roles. (Change the name and Description) 
• More than one may be required depending on the level of access for each user

2. Enable Approval Privileges

• Within the user group settings, turn on Approval leave events

3. Add Approvers to the User Groups

• Add the relevant managers or approvers into the newly created user groups
• Ensure each approver has the correct level of access

Learn How to

• Create User Groups
• Enable Approval Privileges

4. Record Business Email Addresses

• Check that each approver’s business email address is recorded in their user file.

  

5. (Optional) Allow Managers to Check Leave Conflicts in JobBag

• To avoid scheduling conflicts, set up a leave tab in the Active Diary.
• Managers can check who is on leave and approve

Next Steps

Once the setup is complete, managers will be able to:

• Log in to JobBag and approve leave requests, or
• Approve directly via the email they receive and forward the approval to payroll
• Employees can send Approval Requests