Sending a bonus/deduction for approval
You can send bonuses/deductions for approval in 2 ways:
- In bulk
- From detail
Bulk submission of bonus/deduction for approval
You can send multiple bonuses/deductions for approval at once.
- Select the desired records from the overview, click the Send for approval/close button, and then select Send for approval. The button displays the number of selected records in parentheses.
- The bonus/deduction approval form will open. Here, you can see a list of selected bonuses/deductions for approval. For each bonus/deduction type, the number of records it contains is displayed. Clicking the name displays individual records that contain:
- employee to whom the bonus/deduction is assigned
- in what month
- amount
- Add an approver . This can be a manager, a manager's manager, an approver, or a specific user.
- If you want to specify multiple approvers, you can specify the order in which they will approve the bonus/deduction:
- Specify approval order = off - individual approvers can approve the bonus/deduction simultaneously and independently of each other.
- Specify approval order = on - specify the order in which individual approvers will approve the bonus/deduction.
- Specify the number of days for approval (from the day the approver receives the approval request). The default value is 0, which means the request has no deadline.
- If you want to automatically close the request after approval, leave the Close after approval checkbox selected. Otherwise, leave it empty.
- You can add a note and send for approval .
Sending a bonus/deduction for approval from the details
- In the overview, click the pencil icon next to the desired record to access the bonus/deduction details.
- On the bonus/deduction detail, click the Send for approval button.
- The bonus/deduction approval form will open. Then follow the same steps as for bulk submission.
In the same way (from the bonus detail), you can also send an individual bonus for approval from the employee profile > Bonuses and deductions tab.
