Page Comparison

• Users can set their Finance Review Level here.

To set or add new Review Level for an employee:

...

The Reviewer Setting enables administrators to define and manage review levels for claims. This ensures claims are reviewed and approved systematically based on the organizational hierarchy.

Features:

1. Entity Selection

   • Displays a list of entities or companies.

   • Allows administrators to select an entity to configure its reviewers.

2. Reviewers List

   • Displays all reviewers associated with the selected entity.

   • Columns include:

     • Employee Name

     • Approval Level

     • Is Final Approval Level

     • Status

...

How to Configure:

1. Add a Reviewer:

   • Select an entity from the list.

   • Click the ‘+’ button; a window will slide in from the right

   . Click on the ‘+’ button

   • .

   • Search or select the employee’s name.

   • Choose an Approval Level from the dropdown.

   • If applicable, check Is Final Approval Level.

   • Click Save to add the reviewer.

...

Modify a Reviewer’s Approval Level:

1. Select an entity and click on the reviewer’s name.

2. Update the approval level or change the Is Final Approval Level option.

3. Click Save to confirm changes.

...

Remove a Reviewer:

1. Select an entity and locate the reviewer in the list.

2. Click the red Delete button.

3. Confirm the action to remove the reviewer.