Claim Approval
All claim requests go through an approval process to ensure error-free payroll for employees.
Navigate to My Team → Travel & Expenses → Approvals or Workflow → Approval Management
For each claim record, click the View Invoice button. A preview of the submitted document will be displayed, if the format is not supported then click the download button to review the document. All related invoices details will also be visible for your review.
In the claim record, locate the Approval Amount field. Click the Edit icon to update the approved amount if necessary. After making the changes, click the Tick icon to save the updated amount. If no changes are required, retain the existing claim amount.
After review, choose to Approve or Reject the claim.
Fig: Claim Request Approval
Fig: Claim Request- View Invoice
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 Actions column, to process the selected approvals.
My Approval
Designated approvers can view all the salary revision requests that are pending approval. They have the ability to 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.
Outstanding Approval
This tab is available exclusively to users with admin access. Admins can view all pending approval requests from various approvers across the organization. They have the ability to take action on these requests on behalf of the approver, ensuring that the approval process continues smoothly.
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.
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