Hi @btinkle ,
Role Required - Expense Configuration Administrator (Unrestricted)
Note - If you don't have unrestricted access, then you need to raise a support ticket with Concur and get required changes done.
How would I set up employees by different types?
I am assuming employee types would be having some fixed values. Lets say Type 1, Type 2, Type 3 ....so on.
You can create this list into list management. Go to Forms and Fields >> Under fields, take any custom field which is not in use and update data type as "List" and attach Employee Type list which we have created in list management. After that you can add that custom field into employee form which is currently in use.
This way you would be able to maintain employee type for each employee in individual employee profile.
Note - You will also need to update the employee import accordingly, if you are using the employee import interface. For manual employee import, no changes required.
Regarding workflow, it can be configured in two ways:
1. Using Authorized Approval Workflow:
For this requirement, you need to add an Authorized Approver step to the existing workflow and configure the cost object hierarchy type as “Level.”
Then, navigate to Feature Hierarchy and define the authorized approval hierarchy based on the employee type list and the employee form level.
With this setup, expense reports will be routed to the appropriate approvers based on employee type, as defined in Workflow → Authorized Approver configuration.
Note - This is recommended when there are so many employee types and for each type, approvers are different.
2. Using Skip conditions in workflow:
Note - this option is recommended only when there are only few specific employee types (2-3 types) you need approval from specific approver.
Example,
If employee type = Type 1 then Approver 1 approval is required
If employee type = Type 2 then Approver 2 approval is required
For other employees only default manager approval is required. Approval from specific approver is not needed It can be skipped.
If this answers your query, then please mark solution as accepted.
Hi @btinkle ,
Role Required - Expense Configuration Administrator (Unrestricted)
Note - If you don't have unrestricted access, then you need to raise a support ticket with Concur and get required changes done.
How would I set up employees by different types?
I am assuming employee types would be having some fixed values. Lets say Type 1, Type 2, Type 3 ....so on.
You can create this list into list management. Go to Forms and Fields >> Under fields, take any custom field which is not in use and update data type as "List" and attach Employee Type list which we have created in list management. After that you can add that custom field into employee form which is currently in use.
This way you would be able to maintain employee type for each employee in individual employee profile.
Note - You will also need to update the employee import accordingly, if you are using the employee import interface. For manual employee import, no changes required.
Regarding workflow, it can be configured in two ways:
1. Using Authorized Approval Workflow:
For this requirement, you need to add an Authorized Approver step to the existing workflow and configure the cost object hierarchy type as “Level.”
Then, navigate to Feature Hierarchy and define the authorized approval hierarchy based on the employee type list and the employee form level.
With this setup, expense reports will be routed to the appropriate approvers based on employee type, as defined in Workflow → Authorized Approver configuration.
Note - This is recommended when there are so many employee types and for each type, approvers are different.
2. Using Skip conditions in workflow:
Note - this option is recommended only when there are only few specific employee types (2-3 types) you need approval from specific approver.
Example,
If employee type = Type 1 then Approver 1 approval is required
If employee type = Type 2 then Approver 2 approval is required
For other employees only default manager approval is required. Approval from specific approver is not needed It can be skipped.
If this answers your query, then please mark solution as accepted.
