Approving employee claims and leaves is a crucial aspect of effective workforce management. The process ensures that employee requests are handled efficiently, maintaining a healthy work environment and ensuring that organizational policies are upheld.
To learn how to approve employee claims and leaves please choose which app are you using:
How to Approve Claims?
From the left pane of the Dashboard click on "Employees" and click "HRMS"
Navigate to click on "Claims and Reimbursements"
All submitted claims will be populated from claims and reimbursement tab and will show claims details such us:
Employee
Claim Type
Amount
Reason
Payment Mode
Request for
Status
Attachment
ActionYou may filter claims by "Claim Type" and "Claim Status"
Filter claim status "Pending" to approve pending claims
To Approve click on "Approve"
Now let's filter claim status to "Approved"
The approve claims will now show under "Approved" claim status
How to Approve Leaves?
Navigate to "Leave Management" to approve leave request
All submitted claims will be populated from Leave Management tab and will show claims details such us:
Employee
Leave TypeStart Date
End Date
Reason
Date Filed
Status
Attachment
Action
To Approve click on "Approve"
That's it! You are now can easily make track of your Employee Claims and Leave request to set them for approval.
How to Approve Claims?
From the landing page of the App, tap on "HRMS" then tap "More"
Tap "Approval"
Tap "Claims" to review and approve employee-submitted claims
Tap "Set Approved"
Claim has now now been set to approved
How to Approve Leaves?
Just beside claims you may easily keep track of employee submitted leaves by tapping on "Leaves"
Tap a pending leave request to set to approved
That's it! You are now can easily make track of your Employee Claims and Leave request to set them for approval.