How to set up approval rules for overtime request or timesheet edits?

Overview: 

Admins can now setup approval flows to allow overtime & timesheet updates to require approval by managers or other users. 

This will allow organisations to have better control and tracking of employees attendance and ensure compliance. 

TABLE OF CONTENTS

• How to setup approval flows for attendance management?
• Important Notes

How to setup approval flows for attendance management?

1. Go to Attendance → Settings → Approval Flows → Add Approval Rule  

2. You may then setup the:

• Approval scope: Specific groups vs Specific employees
• Criteria: Company, Department, Location, Position or Work Schedule
  • You can add multiple criteria rules where required by clicking Add Rule
• Approval Type: Choose whether this approval rule will apply to:
  • Overtime requests
  • Edit timesheet requests
    
    

3. You may then select the approvers for the rule:

• Admins can set one or more approval levels (sequential).
• Each level can contain one or more approvers (parallel).
• Admins can add additional levels using Add approval level.

4. After saving, the rule appears in the Approval rules list.

• Admins can choose to add, edit or delete approval rules where required from this Approval rules list. 

• Admins can also choose to reorder the rule priority by dragging and dropping the rule in the list.
• This allows admins to control which rule takes priority when multiple rules could apply to the same employee.

Important Notes

1. Effect of changing approval rules

• Approval-rule addition, edit or deletion does not update previously submitted attendance requests.
• However, if the approver rules settings changes later, any update to the requests and any new submissions will follow the new set of approval rules.
  
  

2. Invalid saved rules after data changes

• A previously saved rule may become invalid later if either a specific criteria was removed in the system or an approver was deleted or terminated
• What will happen: The rule may still be displayed, but will be flagged to indicate to an admin that the rule needs to be reviewed and updated.
• If a rule contains multiple values and only one becomes invalid, the rule can still remain valid as long as at least one valid value still exists.
  For an example:
  • if multiple approvers were configured and one is deleted, the rule can still stand
    
    

Still Need Help?: 

Reach out to our support team should you need further assistance.