How to Use Payroll Approval Workflow

Good news! We've made your payroll process better and more secure with our new approval workflow. This handy feature helps you add an extra layer of protection to keep your payroll safe and error-free!

What is Payroll Approval Workflow?

The Payroll Approval is a helpful feature that lets your trusted team members review and give the thumbs-up to pay runs before they're finalised. Now you can have a safety net that catches any potential issues and keeps everyone in the loop about who's responsible for what.

Step-by-Step Process to Set Up Payroll Approval

1. Go to Payroll > Settings.

2. Click Edit next to Approval.

3. Assign approvers in the order you want them to review the payroll:

   • Choose specific people (only they can approve) or role titles (anyone with that role can approve). Click here to learn more about configuring user roles.

4. Add as many approval steps as needed.

   • The default setting requires approvals in the order sleeted, but you can uncheck this option if you prefer.

5. Click Save and you’re all set!

Using the Approval Workflow is a Breeze

1. Prepare your payroll just like you always do.

2. When you’re ready, click Submit for Approval.

3. Your designated approvers will get a friendly notification.

4. They’ll verify all the details.

5. Once the last approver gives the green light the pay run will be processed!