Where do I approve leave and claims

Only a Manager user or higher role can approve leave and claims that are submitted by the Employees.

A manager can only approve requests from Employees that directly, or indirectly. report into them.

A Manager user has access to the two menu items Leave and Claims.

Leave management

To manage leave requests navigate to the Leave menu item, and find the appropriate menu item:

• The Calendar menu will show the manager a calendar view of the employees that report into them, directly or indirectly, on one calendar. This is very useful for planning. 
• The Leave Approvals allows the manager to see a list of leave requests awaiting approval.
• The Leave Reversals allows the manager to see a list of leave reversal requests, once a leave reversal is approved the leave balance is updated with the leave days taken when it was initially approved. Only approved leave can be reversed or retracted. 
• Processed leave will have all historical leave that has been processed for the Employees. 
• Reports allow the manager to draw basic reports about their employees leave balances.

 Claim Management

To manage Claims submissions,  navigate to the Claims menu item, and find the appropriate menu item:

Note: With claims there is a two step approval process, the Employee submits the claim, the manager approves it, and the Finance Admin processes it.

• The Awaiting Approval allows the manager to see a list of Claims awaiting Approval.
• The Awaiting Processing allows the Finance admin to see a list of Claims awaiting Processing
• Processed Approvals will have all historical claims that has been processed for the Employees. 
• Reports allow the manager and finance admin to draw basic reports about their employees claims.