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 mceclip0.png

Step 2: Click on mceclip1.png

Step 3: Click on mceclip2.png

Step 4: Scroll down and expand the mceclip3.png

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

mceclip4.png

Step 6: To save the setting, click on the mceclip0.pngbutton

 

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 mceclip1.png

Step 2: Click on mceclip1.png

Step 3: Click on mceclip2.png. 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

mceclip3.png

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 mceclip0.png and then assign the Approving Officer and Processing Officer accordingly to the location.

 

mceclip1.png

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 mceclip0.png

Step 3: Click onmceclip1.png The system will show a list of pending timesheets awaiting approval.

Step 4: Click on the mceclip1.pngicon to view the timesheet details

Step 5: Click on the mceclip0.png button accordingly

 

Transfer OT to Payroll by Attendance Administrator

Step 1: Login as the Attendance Administrator.

Step 2: Click on mceclip5.png

Step 3: Click on mceclip6.png

Step 4: Click on mceclip7.png

Step 5: State the date and the location mceclip8.png

Step 6: Click on mceclip9.png

Step 7: Click onmceclip10.png button to transfer the OT to Payroll.

Was this article helpful?
0 out of 0 found this helpful