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Such is the flow
- An employee registers journeys and receipts in the Mileage Book.
- The employee sends registered trips and receipts for approval. Trips and receipts are collected in separate accounts.
- The approver receives the accounts and can approve or reject them. This is done under Accounts > Approval.
- When approved accounts have been transferred to payroll, the accounts are completed.
General about approval
Navigate to Accounts > Approval to approve
Under the menu item "Approval", as an approver you can see all relevant information about the employee's submitted driving account and choose to approve or reject accounts.
If you press the + sign, you will be able to see which specific drives are involved.
The approver can choose to reject or approve a single trip in a submitted account, but must then approve the rest of the account before the approver can continue with the next account.
To decline a trip, it is required to write a comment with a reason. This justification is sent to the employee in an email.
If you, as an approver, experience a yellow warning triangle, this indicates that there are submitted drives where the distance has been changed compared to what was originally saved.
Approval overview (archive)
Navigate to Accounts > Approval summary
Here you can choose between seeing 4 different overviews.
- Trips and receipts not sent for approval
- Awaiting approval
- Approved accounts
- Completed accounts
Put the approval flow you need to see and press Apply to form a list under the blue header bar. All approvers can only see the departments/employees for which they are assigned approvers, so if an employee is missing from the overview, it may be because the person needs to be assigned an approver or has been assigned the wrong approver.
See this guide on how the system administrator can customize approvers for employees.