How to add approval Hierarchy in contracts?
The approval hierarchy will provide the users added into the Hierarchy to accept/ reject contract requests.
Please follow the below instruction to add an employee to the approval Hierarchy.
- Log in to Zuper with an admin account.
- Scroll down the menu bar on the left and select the "Settings" icon.
3. Under the "Configuration Settings" category, select "Contracts."
4. On the "Contracts" page, select "Approval Settings" and click on the "New Approval Hierarchy" button.
5. Select the employee from the "Choose an Employee" dropdown.
6. In the "Enter Hierarchy Level" field, enter the level of Hierarchy (1, 2, etc.)
7. Now click on "Add to Hierarchy."
Similarly, to remove an employee from the Hierarchy, select the respective team and click on "Delete Hierarchy" under the action column.
Related Articles
How to Add Approval Hierarchy for Timesheets?
Time-off approval processes involve multiple steps, where a specific time-off request has to be approved by the team leader or administrator before it can be accounted for. Therefore, an approval hierarchy will add team leaders and administrators to ...
What are service contracts?
Service contracts are signed with the customers to offer services for a continuous period. Therefore, the agreement can constantly be renewed or terminated after the period is over. A terminated contract implies that the client no longer needs your ...
How to Use Contracts Reports?
Contracts Reports help you get a better understanding of your contract related key stats. It allows you to export the contract related data, which can be used to slice and dice and retrieve meaningful insights. Using Contract Reports Select ...
How to provide line-level approval of estimates?
Line level approval allows your customer to approve/reject a quote for an individual line item. Pre-Requisites: Setting -> Organization Settings -> Quotes & Invoices -> turn on “Require Line-Item level approval.” 1. Select the “Quotations” module ...
How automated invoice creation for the service contracts are created?
Navigation: Contracts --> New Contract The service contract is the service agreement between the business and the customer, listing services that need to be performed along with the timeline and other vital information. For the service contract, now ...