Approval Matrix

1. How to assign manager to employee or candidate?

Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Select the employee for whom you want to update the notice period and system will take you to their profile.

Step 3: Under the ‘Approval Matrix’ tab, in the ‘Manager Details’ subtab, click on the ‘+’ icon from the upper right-hand corner of the screen.

Step 4: Enter the manager name in the ‘Select Manager’ field, select the checkboxes for the modules for which you want to provide approval rights.

Step 5: Also select appropriate options for fields such as, ‘Priority’, ‘View Only’, ‘Approval Must’ and ‘Approval Cancel Rights’ and click on the ‘Save’ button. The manager will be assigned to the employee accordingly.

Path: Cloud Portal>Employee>Employee List>select employee>Approval Matrix>click on ‘+’ icon>select manager, modules & fill in the details required>Save

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=9149&module=profile&empstatus=1

For any queries, contact [e-mail]

2. How to assign manager to employee for approval of hour to hour Permission requests?

Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Select the employee to whom you want to provide approval rights for the permission requests and system will take you to their profile.

Step 3: Under the ‘Approval Matrix’ tab click on the ‘Manager Details’ tab and click on the ‘+’ icon towards the right-hand side on the screen. A manager details pop-up will open.

Step 4: Select the required option for Select Manager, Priority, Approval Must and Approved Cancel Rights from the respective fields. Select the checkbox for ‘SelfService Permission’ and click on the ‘Save’ button.

Manager for the hour to hour permission requests will be assigned to the employee accordingly.

Note: To assign someone as a manager, their self-service role should be set as manager.

Path: Cloud Portal>Employee>Employee List>select employee>Approval Matrix>Manager Details>click on the ‘+’ icon >select required details>select ‘SelfService Permission’>Save

For any queries, contact [e-mail]