Assign specific individuals as validators to approve timesheets, leave requests and expense reports for particular team members.
✅ You must have invited your collaborators to OOTI.
🔓 Required Permissions
⚠️ If you want all collaborators to approve timesheets, leave requests, and expense reports for all collaborators, here are the permissions:
Team: Manage Worklogs, Manage Timeoff Requests and Manage Expenses.
⚠️ If you want specific individuals to approve timesheets, leave requests, and expense reports for specific individuals, here are the permissions:
Collaborator's profile > Admin tab > activate Validation.
Validation tab > activate timesheets, time-off requests and expenses.
| Reading time | 2 min |
| Setup length | 5 min |
| Steps | 2 |
You can delegate the approval of timesheets, leave requests, and/or expense reports to your collaborators.
To set this up, start by allowing the relevant collaborators to approve on behalf of others. In the Collaborators menu on the left > Collaborators tab > click on the profile of one of them. In the Admin tab, activate the Validation module.
Go to the Validation tab > select the collaborator(s) to be validated.
Activate the Timesheets, Time-off requests and/or Expenses columns to be validated.
In this example, we can see that Anaïs can validate timesheets, leave requests, and expense reports for Jonas.
Done! 🎉 You have delegated the validation of timesheets, expense reports, and leave requests to a collaborator.