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Change rota approvals

You can change the approver for a rota so that approvals to go to a different manager or approval group and they're not missed.

Written by Relu

Changing rota approvers is useful when the usual approver is away, has left, or you want approvals to go to a different manager or approval group. It keeps rota approvals moving smoothly and makes sure the right person is accountable.

The main reason to do it is to avoid delays as once a rota is submitted, it can’t be edited until it’s approved or rejected, so having the correct approver set means it gets actioned quickly.

Key benefits

You can see a couple of practical benefits:

  • You can set approvals by section as rotas are approved against the section they belong to.

  • You can also set approvals by post, which applies to everyone in that post.

  • If it’s just temporary cover, you can log in as the approver to approve rotas.

This helps you keep control of scheduling and stay aligned with business needs.


Change rota's approver

To change the approver for rota’s, follow the steps below:

  1. Open the organisation structure, located in the right corner of your screen.

  2. Select the required section, then click Edit Section.

  3. Click Approvers.

  4. By Rotas Forecast, click Edit.

  5. Change the approver, then click Save.

  6. By Rotas Actual, click Edit.

  7. Change the approver, then click Save.

šŸ¤“Tip: As temporary cover, you can log in as the approver to approve the rotas.

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