How to Approve requests from Client Contact/External RM login

Created by Mahesh Narala, Modified on Fri, 27 Dec, 2024 at 12:18 PM by Mahesh Narala

Overview

An Approval Matrix is a visual representation of the approval process, outlining the roles and responsibilities of individuals or groups involved in approving requests, documents, or projects.

Few Types of Approvals as mentioned below:

1. Time-sheet requests: Approve or reject employee requests for leave, vacation, or sick days.

2. Reimbursement/Expense requests: Review and approve employee expense reports for reimbursement.

3. Leave Requests: Approve or reject employee applied leave requests.

4. Attendance Correction: Approve or reject employee attendance regularization requests.

 

Step-by-Step Instruction

Step 1: Navigate to the My Approvals to approve all kind of approval requests

  • Once logged in, go to the My Approvals from the menu list.

 


 

 

  • All Employee requested details will be shown based on Approval Type and Approval Matrix

  • Click on count of selected Type to navigate to specific section for bulk approval or individual approval one by one

  • Click on record to view and approve in detailed by reviewing attached documents and overriding amount if any then approve

  •  Once approved record will be moved to next approver if any and then will appear in Reimbursement module in Core application for processing.

Need More Help?

For more assistance, contact the support team at support@staffinggo.in

 

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