Add a Signoff Group to an Employee

Permissions

You will require an Access Role with the following permissions:

• (User Management) Employees

1. Navigate from the homepage to Administrative Settings | User Management | Employees.
   
   
   
2. Search for an employee and then click .
   
   
   
3. Click on the Claims tab to configure the employee's Signoff Groups. This will determine the approval process that their claims will go through.
   
   
   
4. Within the 'Claim Signoff' section, select a Signoff Group from the available drop-down list. Additional Signoff Groups can be selected for Credit Cards, Purchase Cards and Advances. For more information on how to configure Signoff Groups, view Configure a Signoff Group.
   
   
5. Click Save to store the changes or Cancel to discard the changes.