Follow the steps below to set up your custom policy:
Custom approval policies can be assigned to both EOR and Global Payroll (GP) employees. For GP employees, Client Admins can assign specific approvers per employee. See Time Off Management for Global Payroll (GP) Employees for an overview.
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.
