- To approve bank details, we first need to configure the approval matrix.
- Navigate to Settings List → Company Setup → Portal Settings.
- Under portal settings, click on approval settings.
- Click on Add icon, select the type & Approver type then click on save.
Under Type we have two sections,
- Employee bank account add
- Employee bank account update
Employee Bank Account Add: This option is used when bank details are being added for an employee for the first time.
Approver Type: Select the appropriate approver type, such as Primary Reporting Manager, Secondary Reporting Manager, Branch Manager, Project Manager, or Any Other.
Note: If you want a specific user to update or approve the details:
Approver Type: Select Specific User.
User: Under the User field, map the specific user who should update or approve the details.
- Employee Bank Account Update: Select this option if you are setting up the approval matrix for editing or updating an employee’s bank details after the initial bank details have been added.
- Type: Select Employee Bank Account Update.
- Approver Type: Select the appropriate approver type, such as Primary Reporting Manager, Secondary Reporting Manager, Branch Manager, Project Manager, or Any Other.
- Once the approval matrix is set up, navigate to the Home section.
- Click on Pending Approvals → All List → View Details.
- Click on HR Operation, and then select Bank Approval Request.
- Under Bank Approval Requests, you can view all the bank approval requests.
- Select the employee and click on View Details. From here, you can either Approve or Reject the bank details.
- Note: If multiple users are required to approve bank requests, enable the required approval options to grant the necessary approval access.
- To grant approval access, navigate to Settings List → Company Setup → Users.
- Open the required user profile. Under HR Information, enable Access Rights for Approval Transfer.
- Under Other Information, set All Approval access to Full.
Access Rights for Approval Transfer: If this option is enabled, the user can change the approver name and then approve the requests.
All Approvals: If this option is set to Full, the user will be able to approve the bank details.
After granting the required access, navigate to Home → Pending Approvals → All List → View Details.
Under HR operation click on bank approval requests
Select the employee and click on change approver
- Change the approver name and click on Submit. Once the approver is changed, the newly selected user will be able to approve the details.
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