This article explains how Group Admins with an Approver Role can review and then approve or reject adjustment items for employees or contractors.

For Independent Contractors, the approver is defined by the client’s approval policy. For other worker types, clients with the Group Admin role can assign one or more managers as Approvers for each group.
For any item to be approved and included in payroll, it must be approved by every manager with the approver role.
One approver rejection is enough for an item to be denied.

In this article:

How to Review Adjustments

How to Set up Mass Adjustment Approval

What Items Can a Admin Approve?

Frequently Asked Questions

Review Pending Adjustments

If an approver has items waiting for approval, they can find their assigned review queues in the All tasks card on the Home dashboard. These adjustments can include bonuses, allowances, and expenses.

1. Go to Home.
2. In the All tasks card, select the task category for the items you need to review. Available categories and counts vary by organization.
3. Review each item in the queue and select Approve or Deny as needed.

The queue shows the approval status and, where applicable, the total number of additional approvers needed before the item can be processed.

For contractor-related items, select Contractors' submissions in the All tasks card to open pending contractor payment submissions, including adjustment-related items when available.

• On the Home dashboard, find Contractors' submissions in the All tasks card.
• The count at the right shows how many submissions are currently assigned to the task.
• Select the Contractors' submissions row or its right-facing arrow. Do not select another category, such as Data update, Expense approvals, or Tasks.

• On the Contractors' submissions page, confirm that the Pending tab is selected.
• A table of pending submissions appears below the filters, with columns such as Worker, Approval status, Amount, Due date, and Group.
• Use the Approve or Deny action for the applicable submission when you are ready to make a decision.

If Contractors' submissions is not listed in All tasks, there may be no pending contractor submissions assigned to you, or your permissions may not include this review queue. If the list is empty, confirm that Pending is selected before changing any filters.

To view the history of approvals and all approval requests, select the Organization settings gear icon in the top-right corner, select Approval policies, and then select the All requests tab.

Wait for the request table to load. Confirm that All requests is active and that the table displays the request history, including Subject of the approval, Requester, Approval policy, Approval status, and Date requested.

If you cannot find the former Requests tab, look for All requests. If Approval policies is unavailable, request the necessary Organizational settings permission from an administrator.

Approvers will receive email notifications informing them whenever items have been submitted for their approval.

Employees and contractors will also receive emails notifying them when an item has been approved or denied.

Please also see: How to use the Approver role in Deel groups

Mass Approval

To enable the mass approval option for pending items, choose the relevant group from the group selector, select Group Settings, and toggle on Require approval for payment items.

Approvers can review pending items from the All tasks card on the Home dashboard. Each item allows approvers to edit, approve, reject, or remove requests individually or in bulk. The total amount awaiting approval is clearly displayed. If additional approvers are required by the policy, the request will automatically be forwarded to the next approver in the sequence.

Contractor-related items can be accessed through the Contractors' submissions task within the All tasks card.

Once enabled, all future payment items in this group will follow the approval workflow before payment is processed.

What Items Can an Admin 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.

• All items
  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, Org Admin managers always have the right to approve items by default.

Viewer (non-sensitive data) manager role can not be granted permission to approve or adjust.

Viewer (sensitive data) can be added as an approver only. 

Default Settings

The default settings for a new group are:

• • Approval of additional items is required
  • One manager is required to approve items

FAQs

[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 the Home dashboard. 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 in the group need to approve the adjustment?

Yes. If there are multiple Approver Admins in 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 the Home dashboard how many pending admins still need to review the item and take action.

[ACCORDION] When will the adjustments be included in the 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.

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