Approval Flow - Expense and Benefit

Approval WorkFlow for the Expense and Benefit modules are in Company Settings.

Steps

Step 1: Go to mceclip0.png .

Step 2: Click on mceclip1.png .

 

The steps below apply for both Benefit and Expense. Click the corresponding module to setup.

Step 3: You can set the Default Workflow or create a customized approval flow.

The Default Settings is generally for ALL employees. To edit, click on mceclip2.png

then mceclip3.png .

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Step 4: Create the name of your Default Settings.

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Step 5: Select the Benefit Approving Officer by clicking the dropdown and choose from the options.

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  • Super Admin– Superuser on the account
  • Manager– The staff's assigned Supervisor (see User Admin)  
  • Manager’s Manager– The assigned Supervisor of the submitter’s Supervisor
  • Specific User– anyone who is a Benefit User

You can add another approval level, if required. Click on mceclip7.png

and the second field of the Benefit Officer will then be available for you to set.

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Do the same steps for any additional approval levels.

Step 6: You can set for a notification email to be sent out after the Benefit claim has been approved. Click the dropdown to see the list of employees and select accordingly.

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Step 7: Click on Apply, and select whether  mceclip10.png .

  • If mceclip11.png , this will become the approval flow for ALL employees.

You will see this pop-up message:

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Tick whichever is applicable, and then click on Save Changes.

  • Selecting mceclip13.png will let you choose from the employees list. A pop-up window will appear:

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Select the name/s to whom this WorkFlow will apply to, then click on Save Changes.

If you want to create a separate approval flow for a specific staff, you can directly go to the Benefit Approvals page and click on the pencil icon under the Actions column.

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Follow steps 5 - 8 above to assign a WorkFlow to the employee.

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