Overview
We have introduced a new client setting that allows the Auto approval of clockings based on the shift allocated in Scheduler. We've equally added the functionality to run these auto approvals manually.
Permissions
In order to enable this feature, users need the Manage client settings permission. This will give you access to the main settings page. In addition, Manage T&A settings permission is required to run the auto approvals manually. These 2 permissions must be at global levels and without any exclusions.
Please visit this article to find out more about permission settings.
How to enable Auto approval
Click on the Settings section and scroll down to T&A. There you will see the following:
- The first step is to switch on 'Auto approve enabled'. This will allow the previous day clockings to be approved automatically during the night.
- If you would like the auto approval to be done only for specific departments, then you may edit the option 'Auto approve for specific departments'. Here you may add the departments which are to be auto approved.
- Should you need, you may also run the auto approval at any point in time (rather than wait for the night). This can be done by clicking on the button 'Run Auto Approval'. This feature allows you to specify a date range through which approval should be carried out.
What does Auto approve time tolerance mean?
This field will determine the amount of minutes tolerated in lateness for each clocking (to be set by each user). If set to 15 minutes, any clocking which is late up to 14 minutes or less will be auto approved.
Have a look at the below sample.
How it works
In order for Auto approval to function, shifts are required to be setup for your employees. These can be done manually for each individual employee as well as in bulk through the bulk upload function or from the Generate shifts function, all found on the Scheduler module.
Please visit our help centre to find out more about our Time and Attendance module. Once setup, your shifts should look similar to the below image.
Auto approval works only on Standard Shifts and Flexi-Shifts. Overtime Shifts and Unplanned Shifts would need to be approved manually.
From the Review and Approve tab, you can notice the exceptions listed on individual clocking.
From the above clockings, the only auto approved ones are those which fall under the tolerance rule.
The rest of the clockings are skipped and would need to be manually approved.
Auto approval works only if the tolerance is not exceeded and if there is no exception to a clocking. This means that any clockings that have missing hours, overtime, or are set as an overtime will need to be approved manually.