Before you start
- Your team is the people whose Reporting person is you and the people in the departments you manage or are alternate manager of. If your lists are empty, ask HR to check those settings (Who approves what).
- Know which requests are yours: leave on Leave approval; overtime, office visits and floating holidays on the Manager dashboard (Approve or reject leave, Overtime: request, approval and payment, Office visit requests, Holidays and floating holidays).
- Open the Manager dashboard
See your team's attendance, late entries and the requests waiting (Attendance quick views: shift, attendance detail, leave balance, birthdays).
- Decide leave
Leave approval: approve or reject with a remark. The balance was checked when the leave was requested (Approve or reject leave).
- Decide the other requests
Overtime (you also choose the remuneration rule), office visits and floating holidays, from the requests on the dashboard (Overtime: request, approval and payment, Office visit requests, Holidays and floating holidays).
- Check attendance
Attendance report for your team: late, missed and absent days (Attendance and leave reports).
- Overtime before payroll
Approve the month's overtime before payroll runs; approved overtime is paid on the next pay run.
End of the day
- Every leave request of your team that you meant to decide has been approved or rejected, with a remark (Approve or reject leave).
- Office visit and floating holiday requests on the dashboard are decided (Office visit requests, Holidays and floating holidays).
- Overtime you approve has the Overtime remuneration rule chosen, and the month's overtime is approved before payroll runs. An approval made by mistake is undone before the pay run, after you check with payroll that the overtime has not been paid (Overtime: request, approval and payment).
- Once a week, look at your team's late, missed and absent days on Attendance report (Attendance and leave reports).
Common questions
I cannot see my team's requests.
Your team is the people who report to you and the people in departments you manage. Ask HR to check the Reporting person of each employee and the department's manager (Who approves what).
Approving a leave failed.
The employee used the days elsewhere in the meantime, or a whole day of the leave already has an attendance record. The message says which (How leave works: types, rules, balance and carry-forward).
I approved overtime by mistake.
Use the undo for the overtime approval, and tell payroll before the pay run (Overtime: request, approval and payment).