Approval Management

TaskBox → Approval Management

• Provides a centralized dashboard for all pending approvals

• Managers can approve or reject requests across all modules from one place

Individual Approval

Each record in the approval section has specific icons for action:

• Tick Icon (✔): Click this icon to approve the particular record.

• Cross Icon (❌): Click this icon to reject the particular record.

Bulk Approval

Click the checkbox before the Title column to select all the pending approvals. Then, click either the Approve or Reject button located on the right-hand side, above the Action column, to process the selected approvals.

My Approval
Managers or approvers can view all the resignation requests that are pending approval for their team members. They can take action on these requests, either by approving or rejecting them based on the information provided.

Group Approval
This tab is accessible only when the user is part of an approval group. When approval is assigned to a group, any member of the group can claim the task. Once claimed, the task will appear in their My Approval tab, and they can proceed with the necessary actions. If someone from the group wishes to disclaim the task, they can reassign it to another member of the group, allowing for seamless delegation and approval.

Approval History
The Approval History tab maintains a complete record of all approvals and rejections. It provides a detailed log of past approval actions, including who approved or rejected the request and any comments made during the process. This allows for easy tracking and transparency throughout the approval workflow.

Fig: Resignation- Approvals

Fig: Leave Approval

Fig: Short Time Off Approvals

Fig: Compensatory Off Approval