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Module 9 of 12 · Team, attendance and payroll · Lesson 7 of 15

See who is working today and approve leave and overtime

Read today's roster, then approve or reject leave and overtime from their queues.

6 minIntermediateFor: Agency owner or managerLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

The HRMS page has a For HR section with a card for each job. Three of them cover the daily routine: who is in today, the leave queue and the overtime queue.

By the end you can

  • Read today's attendance roster
  • Approve or reject a leave request
  • Approve overtime so comp-off is credited

Screens used

Steps

  1. 1

    Open HRMS

    On: /hrms

    Open the Ops hub and choose HRMS. Under For HR each card shows what is waiting, for example the number of leave requests pending review.

    You should see: Cards including Workspace attendance, Leave queue and Overtime queue.

  2. 2

    See who is in

    On: /hr/attendance

    Open Workspace attendance.

    You should see: Counts for Total team, Working, On break, Done and Not yet in, with a row per person.

  3. 3

    Open the leave queue

    On: /hr/leave

    Go back and open Leave queue. Use the status and leave-type filters to narrow the list.

    You should see: Requests Pending review, with each person's dates, leave type and reason.

  4. 4

    Approve or reject

    On: /hr/leave

    Press Approve on a request you accept. To refuse, press Reject, type the reason and press Confirm reject. A reason is required when rejecting.

    You should see: The request leaves the pending list and the person is notified.

  5. 5

    Record leave for someone

    On: /hr/leave

    If a person told you verbally, add the leave yourself: pick the Employee, the Leave type, the dates and a Reason, then press Add leave. Leave recorded for a past date is marked as an HR override and applies to payroll at once.

    You should see: The leave appears in the list.

  6. 6

    Approve overtime

    On: /hr/overtime

    Open Overtime queue. For each entry check the hours, adjust the minutes to Credit if needed, and press Approve or Reject.

    You should see: Approved overtime is credited to the person's comp-off balance.

Tips

  • HR override force-approves a request and skips the normal approval steps. Use it sparingly and give a reason.
  • Holidays, Shifts and Attendance rules are under Workspace setup on the same page.

Troubleshooting

"Reason is required when rejecting."
Type a short reason. The person sees it with the decision.
Someone is working but shows as not yet in.
They have not clocked in. Ask them to press Clock In; only HR can correct earlier hours.

Reference articles on this topic

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