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[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 app (details)

D. Bulk requests approval on mobile app (details)

To approve employees' worktime requests (Attendance time adjustment, Request for changing timesheet plan, Leave, Overtime, Business trip & WFH, Shift change, Cancel request), the approver can do as follows on website or mobile app:

ON WEBSITE

A. Requests approval on website

Steps:
Company > Approval > Click on the icon image-1705566013551.png for the request needing approval > View request details > Select confirmation type (Reject, Approve, Change approver) > Confirm

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B. Bulk requests approval on website

For requests of the same category, approvers can approve all of them by following these steps:

Steps:
Company > Approval > Request type filter > Select request type > Tick select all > Approve > Select confirmation type (Approve, Reject, Change approver) > Confirm

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  • For companies where approvers handle requests for multiple employee groups, after filtering the request type, it is necessary to filter the employee group before approving.

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Note: 
Note
On website
On mobile app
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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.
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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 the website only).

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Regarding the shift change request approval, when viewing the request details on the mobile app, the approver can click the [Shift control] button to view an overview of all shifts scheduled for the entire company on the requested date. This helps in reviewing and considering before making an approval decision.
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  • 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.

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  • Additionally, push notifications are also sent to the account logged into the approver's phone.

ON MOBILE APP

C. Requests approval on mobile app

Steps:
Company > Request for approval > Click on the icon image-1739178616771.png for the request needing approval > View request details > Select confirmation type (Approve, Reject, Change approver) > OK > Apply

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D. Bulk requests approval on mobile app

Steps:
Company > Request for approval > Use filter to sort requests of the same type > Select request type > Tick select all > Approve > Select confirmation type (Approve, Reject, Change approver) > Confirmation

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  • For companies where approvers handle requests for multiple employee groups, after filtering the request type, it is necessary to filter the employee group before approving.

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Note: (Click here)