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- Financial Services HRMS
- Process
- Time and leave approval
Time and leave approval
Employee submits dated leave and weekly hours; the named approver checks both before Payroll Admin uses approved inputs. The team can follow the same case across linked records instead of treating each screen as an isolated task.
Step by step
-
Leave request Employee
Employee records the dates and type; the named approver checks the dated balance.
- Record dates and check the balance
- Updates Leave requests, Leave balances
-
Leave decision Employee
The Employee named as approver decides; Admin can record Approved or Rejected.
- Decide and record the status
- Updates Leave requests
ApprovalA person approves before the work moves on. -
Time entry Employee
Employee records daily hours and checks the weekly timesheet total.
- Collect daily hours into the week
- Updates Time entries, Timesheets
-
Time decision Employee
The Employee named as approver checks the hours; Admin can record the decision.
- Review total hours and record the decision
- Updates Timesheets
ApprovalA person approves before the work moves on. -
Pay handoff Payroll Admin
Payroll Admin checks approved requests and timesheets for the run period.
- Use the approved period inputs
- Updates Timesheets, Leave requests, Payroll runs
Who does what
Roles and permissions- Employee
- , Payroll Admin, Admin.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.