Follow the steps below to set up your custom policy:
Navigation: Go to the Sidebar and click on 'Settings'. From there, choose 'Approval Policies' in the sub-item, and you'll find "Leave and Time Tracking Policies".
Selecting the Right Option: Approval policies allow you to:
Create a new approval policy as per your preferences and requirements
Modify existing approval policies
Assign particular employees to the pre-built rule 'Line manager to approve only'
Assign particular employees to custom-made created specific approval policy
Pre-built Rules: On the Remote People platform, we've set up one rule templates for your convenience:
Line manager to approve only: The line manager is the sole individual responsible for reviewing, approving, or rejecting leave requests submitted by employees.
Creating a Custom Policy:
In case you wish to create another policy besides the pre-built 'Line manager to approve only', Click 'Add New' located in the upper right corner.
A blank policy template will appear. Enter your desired rule name.
Customize your multi-tiered leave approval rules as you see fit. You, the Client Admin User, can designate one or multiple simultaneous approvers for each level. If any approver in a given tier makes a decision (approval or rejection), that tier's decision process is deemed complete.
Approvers within the same tier will simultaneously receive email notifications for the requests.
Managing and Editing Rules:
Click on the 'View>' link to access specific rule details.
By selecting "Manage" and ticking the employee's name, you can allocate the policy to the respective employees.
