Pre-Approval Configuration

• Navigate to Settings → CoreHR → Pre-Approvals.

• To configure, click the +Add Configuration button on the right-hand side and update the policy settings.

• You can define the following parameters based on your organization’s policy: Pre-approval type, Coverage, Number of pre-approval requests per period, Maximum days allowed per request, Approval Workflow and Advance Notification.
  

Fields Description

Title	Description
Pre-Approval Type	Select the type such as Work From Home, On Duty, Work During Week Off, Work During Holiday, or Overtime.
Coverage	Specify whether the configuration applies to the entire organization or to a specific group of employees.
Period	It defines the time frame within which the system tracks and limits the number of pre-approval requests an employee can submit.(Weekly, Monthly, Quarterly, Half Yearly and Yearly)
No of Pre-approval Request	Set the maximum number of requests allowed within a defined period (e.g., per month).
Max Days Allowed Per Request	Define how many days can be covered in a single pre-approval request.
Advance Notification	It allows the admin to define how far in advance an employee must submit a pre-approval request before the scheduled date of activity.
Workflow Approval	Configure the approval hierarchy, such as Reporting Manager, Department Head, or HR.

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