Jüulio™ provides a robust approvals feature that allows managers to oversee and approve various types of requests from employees, such as timesheets and other submissions. This tutorial will guide you on how to manage these approval processes effectively within Jüulio™, ensuring that all requests are handled efficiently and in line with company policies.
Accessing the Approvals Section
- Navigate to Approvals: Log into your Jüulio™ account and access the Approvals section. This area is dedicated to managing all incoming requests that require approval.
Understanding Approval Requests
- Types of Requests: Employees can submit various types of requests for approval, including timesheets and other documents or actions that require managerial approval.
Setting Up Approval Policies
- Access Policy Settings:
- Go to Policy Settings: Within the Approvals section, navigate to the top right of the page where you can access the settings for approval policies.
- Add or Update Policies: Set up or update policies that define how different types of requests should be handled. This may include setting criteria for automatic approvals or specifying which types of requests require manual review.
Adding and Reviewing Requests
- Submit Requests:
- Employee Submission: Employees can add requests from their end, which will then appear in the Approvals section for review.
- Managerial Addition: Alternatively, managers can add requests on behalf of employees if necessary.
- Reviewing Requests:
- View Incoming Requests: Check the Approvals section regularly to see new requests submitted by employees.
- Evaluate Requests: Review each request based on the established policies and the details provided by the employee.
Approving or Denying Requests
- Decision Making:
- Approve a Request: If a request meets all the criteria and is deemed appropriate, approve it to allow the corresponding action or document to proceed.
- Deny a Request: If the request does not meet the necessary criteria or is inappropriate, deny it with an explanation to the employee to help them understand the decision.
Managing Approval Policies and Requests
- Delete or Modify Policies:
- Adjust Policies: You can delete or modify existing approval policies if changes in company policy or procedure necessitate such adjustments.
- Delete Requests: Approval requests that are outdated or no longer relevant can also be deleted to keep the system clean and efficient.
Conclusion
The Approvals feature in Jüulio™ is a critical tool for ensuring that all employee actions that require oversight are appropriately managed. By setting clear policies and regularly reviewing requests, managers can maintain control over various processes and ensure compliance with organizational standards. This tutorial provides the foundational knowledge needed to effectively use the Approvals feature in Jüulio™, enhancing management capabilities and operational efficiency.