Cloud Payroll - How to set Approval by Department?: Difference between revisions

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<u><b>Answer :</b></u>
<u><b>Answer :</b></u>


1) Go to <span style='color:red'>Tools > User Setting > Approval Setting </span> (as in Figure 1).
1) Go to <span style='color:red'>Tools > User Setting > Approval Setting</span>.


[[File:Hierarchy01.png]]
[[File:Hierarchy01.png]]
<p><u>Figure 1</u></p>




2) Select <span style='color:red'>Approval by Department</span>, then click on <span style='color:red'>Add New</span>(as in Figure 2).
2) Select <span style='color:red'>By Department</span>, then click on <span style='color:red'>Add New</span>.


[[File:Approval_Dep01.png |1000px ]]
[[File:Approval2_Dep02.png |1000px ]]
<p><u>Figure 2</u></p>




<p>3) Add Approval Group. For example: Leave. Key the details as figure below.</p>

<p>3) Give it a name for such approval <span style='color:red'>(Title)</span>,</p>
<p> Give it a name for such approval <span style='color:red'>(Title)</span>,</p>
<p> select the type of approval <span style='color:red'>(Approval For)</span>,</p>
<p> select the type of approval <span style='color:red'>(Approval For)</span>,</p>
<p> define the Range of period that can be approved,</p>
<p> define the Range of period that can be approved,</p>
<p> select either <span style='color:red'>Flat Approval</span> or <span style='color:red'>Sequential Approval</span>,</p>
<p> select either <span style='color:red'>Flat Approval</span> or <span style='color:red'>Sequential Approval</span>,</p>
<p> select department(s) involved (<span style='color:red'>Account Department </span> and (<span style='color:red'>HR Department</span>) as in Figure 3</p>
<p> select department(s) involved (<span style='color:red'>Account Department </span> and (<span style='color:red'>HR Department</span>)</p>




[[File:Approval_Dep02.png | 600px]]
[[File:Approval2_Dep03.png | 600px]]
<p><u>Figure 3</u></p>




4) Select <span style='color:red'>Approver’s Email Address</span>, then click on <span style='color:red'>Save</span> (as in Figure 4).
4) Select Department(s) involved, then select <span style='color:red'>Approver’s Email Address</span>, then click on <span style='color:red'>Save</span>


[[File:Approval_Dep03.png | 600px ]]
[[File:Approval2_Dep04.png | 600px ]]
<p><u>Figure 4</u></p>


5) Leave Approval for Account Department and HR Department is created, click on Continue to closed the window (as in Figure 5).


5) Leave Approval for Account Department and HR Department is created.
[[File:Approval_Dep04.png | 600px ]]
<p><u>Figure 5</u></p>


[[File:Approval2_Dep05.png | 600px ]]


Prepared by ChenOng 200610, Azirah 200628, P200630


<i>Prepared by ChenOng 200610, Azirah 200628, P200630</i>
<br><b>Updated by: Chen Ong 210416, Azirah 210416, P210429</b></br>





Latest revision as of 05:24, 30 April 2021

Question : How to do Leave Approval Setting by Department?

Example:

Leave Approval for Account Department and HR Department


Answer :

1) Go to Tools > User Setting > Approval Setting.


2) Select By Department, then click on Add New.


3) Add Approval Group. For example: Leave. Key the details as figure below.

Give it a name for such approval (Title),

select the type of approval (Approval For),

define the Range of period that can be approved,

select either Flat Approval or Sequential Approval,

select department(s) involved (Account Department and (HR Department)



4) Select Department(s) involved, then select Approver’s Email Address, then click on Save


5) Leave Approval for Account Department and HR Department is created.


Prepared by ChenOng 200610, Azirah 200628, P200630
Updated by: Chen Ong 210416, Azirah 210416, P210429



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