[2023 Version] Worktime requests approval
Main contents
A. Requests approval on website (details)
B. Bulk requests approval on website (details)
C. Requests approval on mobile phone (details)
D. Bulk requests approval on mobile phone (details)
To approve employees' worktime requests (Attendance time adjustment, Request for changing timesheet plan, Leave, Overtime, Business trip & WFH, Cancel request), the approver can do as follows on website or mobile app:
ON WEBSITE
Steps:
Company > Approval > Click on the icon for the request needing approval > View request details > Select confirmation type (Reject, Approve, Change approver) > Confirmation
Note:
-
If the approver selects "Reject", the request's detail window will display an additional "Reason for rejection" field for the approver to fill in (if necessary):
Website screen
Mobile app screen
-
If the approver selects "Change approver", a dialog containing the approvers within the same approval step will appear (if any). This allows the current approver to choose a different person to review and approve the request.
Website screen
Mobile app screen
-
If the approver selects "Approve", the approval screen will show an additional field for selecting the next approver (a mandatory field) if there are more approval steps after the current approver's step as shown in the image below. This field will not appear if the current approver chooses "Reject" or "Change approver"
Website screen
Mobile app screen
-
For requests of the same category, approvers can approve all of them by following these steps (only on the website):
Bulk approvals on website:
Request type filter > Select request type > Tick select all > Approve > Select confirmation type > Confirmation
Bulk approvals on mobile app:
Requests pending screen > Use filter to sort requests of the same type > Tick select all > Approve > Select confirmation type > Confirmation
-
When the approver is at the last approval step, they can click on the [Last step] button to view pending requests at the last step and approve all requests as instructed above (if necessary) (on website only).
-
When there is an approval request, a notification will be sent to the approver's registered terra account email as shown below. Click the [Detail] button to view the request details on the website.
-
Additionally, push notifications are also sent to the account logged into the approver's phone.
ON MOBILE PHONE
To approve employees' worktime requests (Attendance time adjustment, Request for changing timesheet plan, Leave, Overtime, Business trip & WFH, Cancel request), the approver can do as follows on mobile phone:
Steps:
Company > Approval > Request detail icon> View request detail > Select confirmation type > Apply