[Version 3.0] How to Set Overtime Claim Approval in System Setting & Employee Details (Approval Overtime Claim Setup)
1. Additional Notes for HR/Admin
In Version 3 of the website, HR/Admin has the option to set Overtime Claim Approval in System Setting > Claim > Overtime or in Employment (Employee Details).
If Overtime Claim Approval will approve claims for all staff, HR/Admin can set it in System Setting > Claim > Overtime.
If Overtime Claim Approval will approve claims for certain staff only, HR/Admin can set it in Employment (Employee Details).
2. How to Set Overtime Claim Approval
a) In System Setting
To set Overtime Claim Approval in System Setting, HR/Admin can refer to the following steps:
Step 1: Click System Setting.
Step 2: Click Claim.
Step 3: Click Overtime.
Step 4: In the First Level Approval field, enter the desired staff name.
Step 5: In the Second Level Approval field, enter the desired staff name (if necessary).
Step 6: Click Save.
All User Roles except Employee can be set as Financial Claim Approval. If Overtime Claim Approval is a User Role Employee, HR/Admin needs to change the User Role Overtime Claim Approval to another User Role first.
b) In Employment (Employee Details)
To set Overtime Claim Approval in Employment (Employee Details), HR/Admin can refer to the following steps:
Step 1: Click Employee.
Step 2: Click the View Icon on the relevant staff name.
Step 3: Click Employment.
Step 4: Click Edit.
Step 5: In the Overtime Supervisor section, enter the desired approval name in the First Approval and Second Approval fields (if necessary).
Step 6: Click Save.
All User Roles except Employee can be set as Financial Claim Approval. If Overtime Claim Approval is a User Role Employee, HR/Admin needs to change the User Role Overtime Claim Approval to another User Role first.
In Version 3 of the website, HR/Admin has the option to set Overtime Claim Approval in System Setting > Claim > Overtime or in Employment (Employee Details).
If Overtime Claim Approval will approve claims for all staff, HR/Admin can set it in System Setting > Claim > Overtime.
If Overtime Claim Approval will approve claims for certain staff only, HR/Admin can set it in Employment (Employee Details).
2. How to Set Overtime Claim Approval
a) In System Setting
To set Overtime Claim Approval in System Setting, HR/Admin can refer to the following steps:
Step 1: Click System Setting.
Step 2: Click Claim.
Step 3: Click Overtime.
Step 4: In the First Level Approval field, enter the desired staff name.
Step 5: In the Second Level Approval field, enter the desired staff name (if necessary).
Step 6: Click Save.
All User Roles except Employee can be set as Financial Claim Approval. If Overtime Claim Approval is a User Role Employee, HR/Admin needs to change the User Role Overtime Claim Approval to another User Role first.
b) In Employment (Employee Details)
To set Overtime Claim Approval in Employment (Employee Details), HR/Admin can refer to the following steps:
Step 1: Click Employee.
Step 2: Click the View Icon on the relevant staff name.
Step 3: Click Employment.
Step 4: Click Edit.
Step 5: In the Overtime Supervisor section, enter the desired approval name in the First Approval and Second Approval fields (if necessary).
Step 6: Click Save.
All User Roles except Employee can be set as Financial Claim Approval. If Overtime Claim Approval is a User Role Employee, HR/Admin needs to change the User Role Overtime Claim Approval to another User Role first.
Updated on: 17/03/2025
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