We recently switched to a new HR manager, when configuring her user within Epicor, we set her up exactly as the previous manager. However, she is unable to see time and expense list to view labor hours. I believe this is due to her not having an “Approver ID” as others who are able to see this list do have an approver ID appear and populate whenever they open time and expense approval. Where can I find to add this to her user or am I missing something completely different? Thanks!
I don’t have this functionality in my system, so I may be speaking out of turn…
But, if the Approver ID field is like most others in the system, can you right-click on it and open-with some kind of set-up/entry menu (like the Employee Entry example below)?
She may also need to be listed as a Supervisor… see if your former HR manager had a Employee ID and had the Supervisor checkbox selected.
I’ve also found reference (in the Time Management User Guide) that if you use approvals, you configure this in Site Configuration. You have to define a workflow and this could be where you define the person(s) these approvals get assigned to. So, not sure if that is where you set up “Approvers”.
Does she need to be a “Payroll Manager” also? I believe this would prevent her from viewing. Just a guess.
In reviewing the documentation regarding Time Approval, it appears that there can be a Workgroup possible assigned at the Site Level or more likely at the Employee to handle approvals. If so, this new HR Manager in the Workflow Group?
Yes, she is assigned HR Time approval for workflow group. The same as the previous HR manager.
Yes, she is listed as a shop supervisor, the same as the previous HR manager.
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And is she selected as the supervisor for any of the employees? Check to be sure the previous manager has been removed and replaced by her on the floor supervisors’ records.
I believe that the Workflow Group you are showing on her Employee record is the Workflow Group who would approve her hours if required which in this case it doesn’t appear to be required. If you check the actual Workflow Group, HR TIME APPROVAL, is she listed as a Group Member.
Did the previous person have these checkboxes on their User ID?
If they did, do that for the one that’s having issues.
I figured out the problem, it was located under “work force maintenance” she was not set up in there yet. I had to create a new authorized user for her.
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The issue was in “work force maintenance”, she was not set up yet as an authorized user.
I’m confused. What does Work Force have to do with approving Time Entries?
I thought Work Force Maintenance was CRM/Sales force related.
I believe when we flag Shop Supervisor field under Employee table, work force record gets created too. I thought the same that Work Force Maintenance was CRM/Sales related but it is not. It is also related with production too.
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Okay, so there is no setting IN Work Force Maintenance (other than setting the userID as the authorized user under that work force ID).
I didn’t think I had ever seen reference to shop floor while working in Work Force Maint. before. That makes more sense.