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Troubleshooting time off approvers
Troubleshooting time off approvers

How to troubleshoot why an employee is or isn't able to approve time off or receive time off request notifications.

Oliver Cook avatar
Written by Oliver Cook
Updated over 6 months ago

If you can't work out why a user is or isn't able to approve time off or receive time off notifications for an employee, this can be down to a number of factors

  • Who the employee has as their time off approver

  • The user's role in Sage HR

  • The permissions of a role the user is assigned to

Make a note of the employee the user is or should be getting time off approvals for.

📎NOTE: A time off approver may not get email notifications if they're disabled within their personal settings, or if they haven't logged in before.


Who is set as the employee's time off approvers?

Go to the Time off tab on the employee's profile. Under Time off approved by is a lost of all users set to approve time off for that employee.

If the user you want to approve time off isn't listed, you need to add them as their time off approver.


Why is user set as a time off approver for employee?

If the user is listed, but you don't know why, follow the steps below.

  1. As an admin user, click your name in the top right, then click Settings.

  2. On the settings menu click Time off, then click Time off approvers.

Click the options listed as Yes for the employee, or selected when you click the pencil icon.



Administrators

Go to your admin settings. Check to see if the user is listed as an admin.

If they are, and Admins are selected as a time off approver for the employee, this is why they receive time off notifications for the employee.

Direct manager

Go to the employee's profile. Check to see if the user is listed as their direct manager.

If they are, and direct managers are selected as a time off approver for the employee, this is why they receive time off notifications for the employee.

Team manager

View the team the employee is in. Check to see if the team manager of that team.

If they are, and team managers are selected as a time off approver for the employee, this is why they receive time off notifications for the employee.

Individual approvers

If the user is listed here, this is why they receive time off notifications for the employee.


Is the user a time off approver for the time off policy?

If the user isn't a time off approver for the employee, they could be one for the time off policy used for the time off request.

View the settings of the relevant time off policy to check. If the user is listed as an approver within the workflow section, this is why they receive time off notifications for the employee for this policy.


Is the user assigned to a role with permission to approve time off?

It could be the user is assigned to a permissions role that has permission to approve time off requests for certain employees.

Check to see which roles the user is assigned to.

📌TIP: To easily see what roles they're assigned to, expand all collapsible sections, then use Ctrl + F to find them.

View the permissions of the roles(s) to see if Approve & decline time off requests is listed.

If the permission is listed click below what appears next to it.

Myself

This means users assigned to this role can approve their own time off.

Employees reporting to me/My reports


This means users assigned to this role can approve time off for employees they're a direct manager for.

Go to the employee's profile. Check to see if the user is listed as their direct manager.

If they are, this is why the user receives time off notifications for that employee.

Specific employees

This means users assigned to this role can approve time off for employees specified. Click the cogs next to the permission to see which employees these are.

If the employee is listed here, this is why the user receives time off notifications for that employee.

Teams where I am a manager

This means users assigned to this role can approve time off for employees in a team they are a team manager for.

View the team the employee is in. Check to see if the team manager of that team.

If they are, this is why they receive time off notifications for the employee.

Teams where I am an employee

This means users assigned to this role can approve time off for employees in the same team as them.

View the team the employee is in. Check to see if the user is on the same team.

If they are, this is why they receive time off notifications for the employee.

Specific teams

This means users assigned to this role can approve time off for teams specified. Click the cogs next to the permission to see which teams these are.

If the employee's team is listed here, this is why the user receives time off notifications for that employee.

My location

This means users assigned to this role can approve time off for employees in the same assigned location as them.

Check to see if the employee and user is are assigned to the same location.

If they are, this is why the user receives time off notifications for that employee.

Specific locations

This means users assigned to this role can approve time off for locations specified. Click the cogs next to the permission to see which locations these are.

Anyone

This means users assigned to this role can approve time off for all other users in the Sage HR company.


📎NOTE: If an employee has no time off approver set at all, their approval notifications will go to all users with Administrator-level access.

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