Department-wide Leave Approval

Let's say we want administrators with the "Leave Approver" role to be able to only access leave applications of employees that belong to their department.

This is a common use-case in many companies, and with some quick configurations, we can achieve it in easily OneOfficeERP.

1. Setting up Leave Approval

In company "SX4", let's consider Chris as the Leave Approver for department, "Research And Development". With this configuration, Chris will only be able to view Leave Applications raised by his department.

1. Under Role Permissions Manager, provide this role with access of Department DocType

2. Create the user in OneOfficeERP with Role as “Leave Approver”, and Employee In our example, this is Chris.

3. Create the necessary user permissions as per Company, Department, and Employee.

While adding the "Employee" permission for Chris, just keep Leave Application unchecked, so that Chris has access to only view other employees

4. Set Leave Approver in the Department master

2. Requesting Leave

Now, let’s say, we have an employee called Pepper working in the "Research and Development" Department.

1. Pepper fills in a leave application.

2. When the Leave Approver, Chris, logins, he can only access the leaves raised by employees of his department.

3. If we login via System Manager, we can see all Leave Applications, not just those of the "Research and Development" Department.