Approval matrix configuration

Approval matrix configuration

Introduction

This page will help you learn how to configure and assign managers to employee requests like on-duty, leave, loan, reimbursement, etc.

Pocket HRMS dashboard allows you to create a multi-approval matrix for any employee and steps are explained below.

Pre-requisites:

Admin credentials

User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Steps

How to process payroll:

Step 1: Go to 'Employee'

Step 2: Follow 'Employee' > 'Employee List'

Step 3: Select your employee by clicking on their profile or 'Employee Filter' as shown below.

Step 4: After an employee profile appears, proceed to the 'Approval Matrix' option. Here you can see previously configured approvers. To add a new approver, click on '+' button as shown in the screenshot below.

Step 5: Fill in the details in the box below and click on 'Save'.

Note: If you are unable to configure approval matrix, kindly contact us at [email protected]