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Approving for your team (direct manager)

Step-1 approval of leave requests, attendance requests and shift swaps for the employees you manage.

For: Anyone with direct reports

When this appears

If the company chose "Direct manager first, then HR" (Company settings → Request approval) and you are the direct manager of at least one person, the menu gains Team approvals with the number of requests waiting for you. You also get a notification when a report submits a request.

Approve / reject

  1. Open Team approvals. Requests are grouped by type: Leave, Attendance requests, Shift swaps.
  2. Review the date, the number of days / hours and the reason.
  3. Click Approve (the request moves to HR for the final step) or Reject (enter a reason; the request ends and the leave is refunded).
Team approvals screen of a production supervisor
Team approvals screen of a production supervisor

Note: HR cannot give the final approval until the manager has approved. If you are both the direct manager and have final-approval permission, a single click on Approve records both steps.

Who is whose direct manager is set by HR on the employee record (the Direct manager field) — see Employees.