Handle approvals in one place

Requests

Open the People menu and choose Leaves Request to open Requests. Its tabs collect the things people are waiting on you for:

  • Leaves – leave requests, with their dates, type and status.
  • Feedback – feedback people have asked you for.
  • Assessments – assessments waiting for review.

The animation below walks through these steps.

Other approvals

  • Employee loans – new requests appear on the Requests tab in Accounting → Employee Loans. Choose who approves them under Loan Request Approvers in the loan settings. See Manage employee loans.
  • Job offers – tick Approval when you prepare an offer and an approver signs it off before it goes to the candidate. See Interview candidates and send offers.

Tip: make sure the right people are asked

Set each person’s manager on their profile and tick Notify The User Manager in your leave and loan settings, so requests reach the right person straight away.

Related