This article explains how Group Admins 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 admins as Approvers for each group. For any item to be approved and included in payroll it needs to be approved by every admin with the approver role.
One approver rejection is enough for an item to be denied.
In this article:
How to Set up Mass Adjustment Approval
What Items Can a Admin Approve?
Review Pending Adjustments
If an approver has items waiting for approval, they will see Items pending for approval on their home page. These adjustments can include bonuses, allowances, and expenses.
The approver can click on Review to see all pending items and the total number of additional approvers needed.
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 set up the mass approval option for pending items, go to the group, select the Group Settings option, and then toggle on Require approval for payment items.
Approvers can then click Approve All to approve all items, or manually select pending items.
What Items Can a Admin Approve?
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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.
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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 admin with the right to approve items in a group, Group Admin always has the right to approve items by default.
Viewer (non-sensitive data) admin 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 admin 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 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 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 their home page 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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