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HRIS Module: Workflows - Approvals by non-managers
HRIS Module: Workflows - Approvals by non-managers
Rebecca Russell avatar
Written by Rebecca Russell
Updated over a week ago

In addition to managing your payroll in PayFit, you can also subscribe to our HRIS Module, combining HR and Payroll on one platform. The module includes the following features:

  • Create a smoother experience for new employees by creating an onboarding questionnaire to gather employee information.

  • Allow employees to manage their leaves from their employee space.

  • Create your org chart and make it visible to only admins, or employees too.

  • Allow access for employees and managers to document their regular 1:1 reviews.

  • Create workflows for indirect managers to receive requests to approve leaves, expenses, and time-tracking when the employee's usual manager isn't available.

This article focuses on the workflows feature of the HRIS module, but please take a look at the articles above to explore the additional features.

Feature overview

Using a workflow is a great way to allow a manager or admin, who does not directly manage the employee, to approve leaves, expenses, and time-tracking. This can help if the employee's usual manager is absent or the approvals can be managed by a senior manager instead.

βœ… Set up backup contacts to approve expenses, validate leaves, or approve time-tracking.

βœ… Assign teams to indirect managers to ensure validations are not missed.

βœ… Allow access to managers or admins to view all leaves.

❌ The approver must be set up as a manager or an admin.

Set up a workflow

To set this up, the approver must first be set up as an admin or a manager. Then;

  1. From the left, choose My team, then Workflows.

  2. Click Create workflow in the top-right-hand corner.

  3. Select the manager or admin's name from the drop-down.

  4. Use the checkboxes to select which rights this admin or manager should receive.

    • Validation - Leaves: Approve or reject leaves such as annual leave and sick leave.

    • Validation - Expenses: Approve or reject expense requests.

    • Validation - Time tracking: Approve or reject time logged against projects.

    • Visualisation - Leaves: View only access to all leaves.

  5. Click Next.

  6. Select the employees, teams, or departments you'd like this person to have access to.

  7. Click Create workflow.

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