This article explains how Group Managers with an Approver Role can review and then approve or reject adjustment items for employees or contractors.
Clients with the Group Admin role can set one or more managers as Approvers for each group. For any item to be approved and included in payroll it needs to be approved by every manager with the approver role.
One approver rejection is enough for an item to be denied.
In this article:
Review Pending Adjustments
If you are an approver and have items waiting to be approved, you will see "Items pending for approval" on your home page. These adjustments can include bonuses, allowances, and expenses.
You can click on “Review” and you will see all your pending items and the total number of additional approvers needed.
Approvers will receive email notifications, letting them know whenever items have been submitted to them to approve.
Employees and contractors will also receive emails to let them know when an item has been approved or denied.
Please also see: How to use the Approver role in Deel groups
To set up the mass approval option for pending items, select the Group Settings tab and then toggle on Approve Items.
Approvers can then click Approve All to approve all items, or manually select pending items.
What items can a manager approve?
Additional items only
Approve or deny pending items such as additional expenses, bonuses, overtime and work submitted only.
When this approval type is selected any fixed rate, salary, and recurring items will be auto approved.
Approve or deny all pending items including both fixed rates and recurring items like weekly allowances and monthly salaries.
In order to guarantee that there will always be at least one manager with the right to approve items in a group, Group Admin managers always have the right to approve items by default.
The default settings for a new group are:
- Approval of additional items is required
- One manager is required to approve items
[ACCORDION] How are approvers notified of a pending adjustment item that needs review?
All approvers who must review and approve adjustments will be notified when there are items ready for review.
Each group approver will be reminded to review pending adjustments on their home page. Approvers may also receive email reminders, per their email notification settings.
Each group approver will see the number of additional approvals needed until the item can be processed.
Employees and contractors will also receive emails when an item has been approved or denied.
[ACCORDION] Does everyone with the approver role on my group need to approve the adjustment?
Yes. If there are multiple Approver managers on a group, any pending adjustment needs to be approved by every approver. One approver rejection is enough for an item to be denied.
Approvers will see on their home page how many pending managers still need to review the item and take action.
[ACCORDION] When will the adjustments be included in payroll?
Any invoice adjustment will be included in payroll once it is fully approved by all approvers.
If the cut-off date has not yet passed then it may be included in the current cycle.
[ACCORDION] What about recurring adjustment items?
The first item requires approval – subsequent items after the first full approval will be approved by default in the following invoices.
[ACCORDION] Will employees see who denied an adjustment request?
Yes. EOR Employees will be able to see on their account who are all needed approvers for the request, and who approved or denied the adjustment request.