MANAGE POSITION REQUISITION APPROVERS

Use this table to set up a list of designated employees who have the authority to approve position requisitions sent to the Human Resources department.

Use this screen if you want to use the Approve Position Requisitions screen. To set up an employee as an approver, you must first link the employee identification number to a user identification number on the Manage Users screen.

Location

Table Window

Approver Employee

Click and enter, or click to select, the employee IDs for employees who can approve position requisitions. This is a required field. You must link the employee ID to a user ID on the Manage Users screen. If the approver is not linked to a user ID, the approver ID is not accepted and Costpoint displays an error message: "You are not authorized to use this Employee ID to Approve Requisitions."

Name

This non-editable field displays the name of the employee whose ID you have entered.

Organization

Enter the organization for which this employee is allowed to approve requisitions.

Apply to Lower Levels

Select this check box to allow the specified Approver to approve requisitions entered for the corresponding accounting Organization and its lower levels. For example, if you specify an Approver of EMPL_001 and an Organization of 1, then Approver EMPL_001 can approve requisition entered for accounting Organization 1 and any of its lower levels. If you do not select this check box, the eligibility to approve does not automatically extend to the lower levels of the specified Organization.

This check box will be enabled and can be used for any accounting Organization level.  Expanding on the example above, if you also want Approver EMPL_201 to be able to approve requisitions for accounting Organization 1.2.2, but no lower levels and Approver EMPL_136 to be able to approve requisitions for accounting Organization 1.3 and its lower levels, the setup would look like the following:

Approver

Organization

Apply to Lower Levels check box Selected?

Notes

EMPL_001

1

Yes

EMPL_001 would be able to approve requisitions assigned to Organization 1 and any of its lower levels.

EMPL_136

1.3

Yes

EMPL_136 would be able to approve requisitions assigned to Organization 1.3 and any of its lower levels. This approver would not be able to approve a requisition linked to Organization 1 since it is at a higher level than 1.3.

EMPL_201

1.2.2

No

EMPL_201 would be able to approve requisitions assigned to Organization 1.2.2 only. This approver would not be able to approve a requisition linked to an Organization at a higher or lower level than 1.2.2.