Enable Workflow Approval

There are 3 methods in which the managers can approve the employees' timesheet.  In this article, we will explore the Enable Workflow Approval. In the Workflow Approval method, there will be 2 other roles introduced to the approval process. They are the Approval Officer and the Processing Officer.

The Approval Officer can edit the timesheet of the employees before approval whereas the Processing Officer is the final approval person who will approve the timesheet. The system will forward the approved timesheet to the Attendance administrator who will then transfer this information to payroll if your company subscribed to the Justlogin Payroll module.

Enable Workflow Approval

To enable the workflow approval, follow these steps:

Step 1: Click on

Step 2: Click on

Step 3: Click on

Step 4: Scroll down and expand the

Step 5: Select Enable workflow approval (put a tick on the option based on your company's requirements)

Step 6: To save the setting, click on the button

 

Setting up Approving Officer and Processing Officer

After you have enabled the workflow approval, the next thing you need to do is to assign the Approving Officer and the Processing Officer.

The steps in setting up the Approving Officer and Processing Officer are:

Step 1: Click on

Step 2: Click on

Step 3: Click on . This can be Project Setup or Client Setup depending on your setting at Configuration --> Clocking Preference. The system will show you the Default Approving Officer and the Processing Officer

The people's name that you entered in the fields above will make them the default approving and the processing officer.

Step 4: (Optional) Click on  and then assign the Approving Officer and Processing Officer accordingly to the location.

Approving Officer and Processing Officer Approval

The Approving Officer and Processing Officers can go to the Approval Central to approve the timesheet submitted by their staff. The steps to do the approval are:

 

Step 1: Login as the Approving Officer/Processing Officer

Step 2: Click on

Step 3: Click on The system will show a list of pending timesheets awaiting approval.

Step 4: Click on the icon to view the timesheet details

Step 5: Click on the  button accordingly

 

Transfer OT to Payroll by Attendance Administrator

Step 1: Login as the Attendance Administrator.

Step 2: Click on

Step 3: Click on

Step 4: Click on

Step 5: State the date and the location

Step 6: Click on

Step 7: Click on button to transfer the OT to Payroll.