Using the bulk template when uploading the overtime of multiple employees is helpful. Once uploaded, it will be considered pre-approved overtime which means approvers do not need to approve the employees' overtime per application.
In this article, we will show you which are the appropriate users who can upload the template and which employees they have access to upload based on the dashboard type and employee viewing. The Employe Viewing is used to determine which employees will appear in each dashboard type. This can be configured in the Access Level.
| Manager Dashboard | Employee Viewing | ||||||||
|
|
Self only
|
Direct Reports
|
Company
|
Specific Employee Level |
Direct and Line Reports
|
Specific Location
|
All
|
||
| Rank and File only | Up to Manager | All | |||||||
| Self-upload | No | No | No | No | No | No | No | No | No |
| Same company | No | Yes | Yes (Direct Reports only) | Yes (Direct Reports-Rank and File only) | Yes (Direct Reports-Rank and File up to manager) | Yes (Direct Reports-Rank and File up to manager) | Yes (direct reports only) | Same location (designated workplace): Yes | Yes (direct reports only) |
| Different company | No | Yes | Yes (Direct Reports only) | Yes (Direct Reports-Rank and File only) | Yes (Direct Reports-Rank and File up to manager) | Yes (Direct Reports-Rank and File up to manager) | Yes (direct reports only) | Same location (designated workplace): Yes | Yes (direct reports only) |
| Other employees, the same company | No | No | No | No | No |
Yes (Direct Reports-All) |
No | No | No |
| Other employees, different company | No | No | No | No | No | Yes (Direct Reports-All) | No | No | No |
| Admin Dashboard | Employee Viewing | ||||||||
|
|
Self only
|
Direct Reports
|
Company
|
Specific Employee Level |
Direct and Line Reports
|
Specific Location
|
All
|
||
| Rank and File only | Up to Manager | All | |||||||
| Self-upload | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Same company | No | Yes | Yes (all employees) | Yes (Rank and File only) | Yes (Rank and File up to manager) | Yes | Yes (all employees reporting to admin and its line) | Same location (designated workplace): Yes | Yes (all employees) |
| Different company | No | Yes | No | Yes (Rank and File only) | Yes (Rank and File up to manager) | Yes | Yes | Same location (designated workplace): Yes | Yes |
| Other employees, same company | No | No | No | No | No | Yes | No | No | Yes |
| Other employees, different company | No | No | No | No | No | Yes | No | No | Yes |
Note:
For Manager/Admin Dashboard
- For Specific Employee Level, if the Employee Type is Officer and the Employee Viewing is:
(1) Rank and File only - the Manager will not be able to upload the template for the same/different company
(2) Up to Manager - the Manager will not be able to upload the template for the same/different company - If there is no Employee type assigned, this is considered as Rank and File.
Related articles:
What Is Employee Viewing? (Access Levels)
How Do I Upload Mass Overtime Applications for My Team or Company?
What to Check When Uploading Mass Overtime Applications (Bulk Upload)?
Should you have other concerns, please let us know and we'd be glad to help!
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