This article will show you how to achieve your goal in two different ways. You can either watch a short animation (gif) ► which auto-replays in case you missed anything, or read a conventional list of actions [?] with accompanying screenshots.
In Metis, approvals can be done by two 'roles'. These are the:
- Job lead OR
- Line manager
You decide who of these two roles will be the approver for both timesheets and expenses, when your company is set up on Metis.
This article contains:
- Timesheets approval settings ► [?]
- Expenses approval settings ► [?]
- What does 'configurable by job' mean?
- How can I change this setting for already created jobs? ► [?]
Timesheets approval settings ► [?]
As this is a mandatory field in Metis, this will already be set to one of the two roles.
You can edit this at any time by navigating to Zones > Settings.
Please note that you won't be able to access the Settings Zone unless you are a Metis administrator.
Once there, navigate to the Timesheets tab, and go into edit mode. Scroll down to the Approvals section, and change the setting to your choice for "Who approves time on jobs?". Don't forget to Save the page!
What does 'configurable by job' mean? See here.
Expenses approval settings ► [?]
As this is a mandatory field in Metis, this will already be set to one of the two roles.
You can edit this at any time by navigating to Zones > Settings.
Please note that you won't be able to access the Settings Zone unless you are a Metis administrator.
Once there, navigate to the Expenses tab. Scroll down to the Approvals Process section, and change the setting to your choice for "Who approves expenses on jobs?". Don't forget to Save the page!
What does 'configurable by job' mean? See here.
What does 'configurable by job' mean?
By selecting configurable by job as the designated approver of timesheets/expenses, it means that this can be set differently on a per job basis. To edit the approver for a specific job, navigate to the job's Details tab and go into edit mode. At the bottom of the page you'll see an option to choose the approver for timesheets/expenses.
These items are separate in your Settings, so make sure on both tabs in your Settings (Timesheets and Expenses) are set to configurable by job, if you want to edit BOTH on a per job basis.
How can I change this setting for already created jobs? ► [?]
When in edit mode on the Timesheets or Expenses page in Settings, you are warned that any changes you make to the Approver will only impact newly created jobs.
Then, how do you change this on jobs that already exist?
1. First, in Zones > Settings go to the tab for which you want to change the setting for. E.g. if you want to update the designated timesheet approver for some existing jobs, navigate to the Timesheets tab, and go into edit mode.
2. Change the Approver setting to Configurable by job.
3. Navigate to the jobs you want to update this for, and open them.
4. Navigate to the Details tab, and go into edit mode.
5. Scroll down and change the designated approver available. Save the page.
6. Repeat this process for any existing jobs that you'd like to update.
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.