How to Configure Approval Workflows & Payroll Integration

Approval Workflows

An approval workflow determines which roles approve attendance and in what order. The most specific workflow takes precedence. The system checks these levels from most specific to broadest:

Shift plan → Duty location → Workplace → Company

For example, if a shift plan has its own workflow, the system uses it instead of the duty-location, workplace or company workflow.

Steps

1. Go to Settings → Approval Workflows.
2. Select the level the workflow should apply to: shift plan, duty location, workplace or company.
3. Add the approving roles in order.
4. Save.

Next: Configure Payroll Integration.

Payroll integration passes eligible, fully approved hours from attendance records into payroll. Enable it for plans whose attendance should affect pay.

Steps

• Enable payroll integration on the plan where required.
• Complete the pay and overtime mapping.
• Resolve any incomplete-setup warning.