Approving or Denying a subordinate's claim, as a manager (on app)
After successfully logging in with your account, navigate to the sidebar then select Approvals.
From this page, you will be able to toggle between leave and claim approvals (Claim approvals include single claims and group claims).
To approve a claim, drag the claim submission to the right.
To deny a claim, drag the leave submission to the left.
Approving or Denying a subordinate's leave, as a manager (on app)
After clicking Approvals and choosing Leaves, the Leave approval page would look like this.
To approve the leave, drag the leave submission to the right.
To deny the leave, drag the leave submission to the left.
Approving or Denying a subordinate's claim, as a manager (on web)
After successfully logging in through the website, open the sidebar and select Claims > Approve Claims (Single or Group)
Select Approve or Deny under action on the claim you wish to action.
When denying a claim, there will be an input field to input the Reason. This allows the employee to amend their claim for resubmission, or to let them understand the reason for the denial of their claim.
Green message prompt will show to confirm your denying or approving.
Clicking View details will show you the complete information about the claim application
Approving or Denying a subordinate's leave, as a manager (on web)
After successfully logging in through the website, select Leaves > Approve Leaves
You can select Approve or Deny under action on the leave you wish to action.
When denying a leave, there will be an input field to input the Reason. This allows the employee to amend their leave for resubmission, or to let them understand the reason for the denial of their leave.
A green message prompt will show to confirm your denying or approving.
Clicking View details will show you the complete information of the leave application
Viewing Subordinates' Leave Usage and Balances as an Approver
Approvers who are not administrators in the Payboy system can view their subordinates' leave usage and balances. However, certain permissions must first be enabled in the system to access these features. Follow the steps below:
A. Enable Permissions for Leave Management
Permissions are required for approvers to access the Create Staff Leave feature. If an approver cannot see this option, administrators should:
Go to the menu: Leaves > Leave Settings in the web portal.
Enable the setting to "Allow managers to create subordinates' leave."
Click Submit to apply the changes.
B. Viewing Leave Usage
To view the leave usage of subordinates from the web portal:
Access the menu: Leaves > Approve Leaves.
Use the filter to examine individual leave usages or leave approval states
C. Viewing Leave Balances by Leave Type
To view subordinates’ leave balances categorized by leave type:
Access the menu: Leaves > Create Staff Leave.
Select the subordinate’s name to see their respective leave balances for each leave type.
(Note: This function is only available if the steps in section A above have been done by the administrators)
Important Note: System Restrictions
If you wish to allow approvers to view subordinates' balances but do not wish to grant them the ability to "create" leave on behalf of others, please note that:
The current system does not support alternative methods for viewing leave balances without enabling the "Create Staff Leave" permission.
Enabling this permission inherently grants the ability to create leave requests for subordinates.
Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen, or email support@payboy.biz.