Once all the masters are created/modified, you can set up the workflow. Here you will have the option to define the number of approvals required, if there are any exceptions, how to handle and if the claim is not approved when the alert should be sent to the Approver.
Login to Paybooks using your credentials.
Click the link below to create the workflow.
https://apps.paybooks.in/reimbursement/v1/expenseheads.aspx
Click "Workflow".
The next step is to create the “Workflow”.
From the drop-down select “Level of Approval Required”, You can choose up to 6 levels.
The minimum level is 1 and the maximum level can be selected to 6. We can set the approver in 4 different types.
1. Manager: If this option is selected, the request goes to the employee’s manager.
2. Manager’s Manager: If this option is selected the request goes to the employee manager’s manager.
3. Custom- If you want the expense claims of all your employees to be approved by any person like your HR or Finance team, then select the final approver as “Custom”.
From the drop-down, select the approver under “Select user”.
4. Department Head
If one of the approvals is selected as “Department Head”, then use the below link to define the Department Head for each Department.
https://apps.paybooks.in/reimbursement/v1/hodmapping.aspx
The system will display all the departments created.
A drop-down with all the employees' list is displayed under “HEAD OF THE DEPARTMENT”. From the drop-down, select the HOD for each Department.
Click “Save”.
CAN OVERRIDE AMOUNT- Check the Box “CAN OVERRIDE AMOUNT” for every approver. This will allow the approver to process the claim with an exception by changing the claim amount.
Alert -Enter the number of days before which the system should send an alert if the approver has not taken any action under “Alert approve (if no action taken)”.
Click “Next”
