Everything You Need to Know About Approval Management

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    📌 Overview / Introduction

    Approval Management is a critical feature that ensures every attendance-related request submitted by employees—such as Leave, Overtime, Attendance Corrections, and Disputes—goes through the correct review and authorization flow before being finalized.

    This guide provides a complete overview of how approval management works, where to find it, and how to configure it effectively.

    📂 Types of Requests That Require Approval

    Any request from employees that affects attendance records may require approval. These include:

    • Leave Requests
    • Overtime Submissions
    • Attendance Corrections (e.g., missed check-ins)
    • Disputes (e.g., payroll discrepancies due to attendance)

    Each of these request types will be routed through the approval flow before taking effect in the system.

    📍 Where to Access Approval Management

    You can manage approvals from:

    Menu: Attendance
    Sub Menu: Pending Approval

    From here, you can:

    • See all requests that require your attention
    • Filter by request type (leave, overtime, etc.)
    • Take action on each request individually or in bulk

    🛠️ Approval Methods

    There are two ways to process approvals:

    • ✅ Single Approval
      Approve or reject one request at a time. Best for detailed reviews.
    • ✅✅ Bulk Approval
      Select multiple requests to approve or reject simultaneously. Best for routine approvals or when you trust the data quality.

    Choose the method that suits your workflow.

    🔁 Single vs. Multi-Layer Approvals

    The system supports different approval flows:

    • Single-Layer Approval: One person reviews and approves.
    • Multi-Layer Approval: The request goes through multiple levels (e.g., Supervisor → Manager → HR).

    To set up multi-layer approvals:

    1. Define the approval levels in Settings Menu Attendance, Sub Menu Approval Rules
    2. Map each level to the relevant approvers
    3. Link the configuration to the employee or group

    This ensures each request follows the correct route and avoids bottlenecks.

    ⚙️ Configuration & Setup

    Make sure the approval structure is correctly configured in the system to reflect your organizational hierarchy.

    Things to configure:

    • Approval rules by request type
    • Employee-to-approver mapping
    • Escalation rules (if needed)
    • Notification preferences

    💡 Tips

    • Regularly review pending approvals to avoid delays in payroll or attendance syncing.
    • Use bulk approvals to handle high-volume periods (e.g., after long weekends).
    • Ensure approvers are aware of their role and have system access.