How To Approve Transactions on ZenHR
TABLE OF CONTENTS
Approving Transactions through Desktop
The first way is through the home page, where you can click on my approvals directly to view the transactions.
The second way is by following the below steps:
Dashboard à My Approvals
- Once you click on “My Approvals”, you will be directed to the below page that shows all pending transactions that need to be approved or rejected.
- To take an action on the pending transactions, click on the “Details” button.
- Through this page, you will be able to check the transaction details, approval committee, and approve or reject the transaction.
- To reject the transaction, click on the “Reject” button. You can also write the reason for your rejection.
- To approve the transaction, click on the “Approve” button. By clicking on “Approve Non-Deduct”, you can approve the transaction without deducting it from the employee’s balance.
*Note: When a transaction is submitted, the amount will be deducted from the employee’s balance, until you activate one of the options; Approve, Approve Non-Deduct or Reject.
Approving Transactions through ZenHR application
To approve transactions through the Mobile App, follow the steps highlighted in the below screenshot:
Transactions that can be approved from the ZenHR’s Web Platform:
- Loans.
- Time offs.
- Overtimes.
- Timesheets.
- Salary Batches.
- Financial Transactions.
- Air Ticket Transactions.
- Miscellaneous Requests.
Transactions that can be approved from ZenHR’s Mobile App:
- Time offs.
- Financial Transactions
*Note: Only members of the approval cycle can take action on pending transactions.