Guide: Approval

Approval

Add New Approval Setting

To add a new approval  to your organization:

• Step 1. Go to Settingsmenu under Timesheets & Leavemodule from the left sidebar.
• Step 2. Select Approval Processmenu -> Click on the Newbutton.
• Step 3. In the Add approval processpage, fill the following details: Enter the Subject.Select Related: Additional Work Hours, Annual leave, Maternity leave, Private work without pay, Sick leave, Late for work, Go home early, Go out, Go on business,type of leave.Select the Departmentand Role (optional) Select the Notification recipient Enter the Maximum number of days to sign Selectapproval Process: Choose when approvingor Approver Choose when approving:  Transaction creator can chooses an approver after submitting a successful transaction Select Approver: Specific personnel or Direct manager or Head of the department.-Direct manager: who will approve the corresponding transactions created by the employee that this person is managing. Go to HR Records module-> HR Records menu -> Edit staff -> select "Direct manager"-Head of the department: the person who will approve the correspondingtransactionscreated by the staff of the department managed by this person. Go to HR Records module-> Org chart menu -> Edit unit  -> select "Unit manager".Direct manager, Department managerare only displayed when HR Record module is active.Clickto add another approver to the process Clickto remove a approver from the process

1. Enter the Subject.
2. Select Related: Additional Work Hours, Annual leave, Maternity leave, Private work without pay, Sick leave, Late for work, Go home early, Go out, Go on business,type of leave.
3. Select the Departmentand Role (optional)
4. Select the Notification recipient
5. Enter the Maximum number of days to sign
6. Selectapproval Process: Choose when approvingor Approver Choose when approving:  Transaction creator can chooses an approver after submitting a successful transaction
7. Select Approver: Specific personnel or Direct manager or Head of the department.-Direct manager: who will approve the corresponding transactions created by the employee that this person is managing. Go to HR Records module-> HR Records menu -> Edit staff -> select "Direct manager"-Head of the department: the person who will approve the correspondingtransactionscreated by the staff of the department managed by this person. Go to HR Records module-> Org chart menu -> Edit unit  -> select "Unit manager".Direct manager, Department managerare only displayed when HR Record module is active.
8. Clickto add another approver to the process
9. Clickto remove a approver from the process

• Step 4. Click Savebutton If the transaction creator's department does not have a department head, or the transaction creator does not have a direct manager, after submitting the approval request, the transaction creator will receive a notification that no approver was found.

Approval Case:

1. No approval process Do not create an approval process: request is automatically approved
2. Approval process  has 1 person Employees in the process will receive approval requests via email and web. -> Select approve or reject
3. Approval process with 2 or more people Once the request is successfully created, the approval request notification is sent to the first employee (Tu Do) in the process via email and web.In caseboth peopleapprove The first employee selects Approve -> the second employee (Bao Thanh) in the process will receive a notification requesting approval via email and web. ->The second employee also chose to approve==> status of request changed to Approved Incase the first person chooses Reject The first employee chooses toreject=> the second employee in the process will not receive an email and a web browser request message. => status of request changed to Rejected In casethe first person choosesapprovebut the second person choosesreject The first employee selects Approve-> the second employee (Bao Thanh) in the process will receive a notification requesting approval via email and web. -> The second employee chooses Reject=> status of request changed to Rejected
4. Choose when approvingrequest creators can choose their own approvers.The person selected for approval will receive a notification requesting approval via web and email.5. If you are integrating HR Record module:  there are 2 more options: Head of the department and Direct manager Head of the department:  The approver is the department head of the requestor Direct manager: The approver is the requestor's direct manager

The person selected for approval will receive a notification requesting approval via web and email.

5. If you are integrating HR Record module:  there are 2 more options: Head of the department and Direct manager Head of the department:  The approver is the department head of the requestor

Direct manager: The approver is the requestor's direct manager