Approving of Attendance for Subordinates Workflow

Introduction

This guide will show you how to set up and approve attendance for subordinates in Easy8. This is useful for team leads or managers who need to oversee attendance records of their team. By following these steps, you’ll enable approval workflows based on the organization structure.

Target Audience

Administrator

Prerequisites

Access to the Administration menu
The Easy – Organisation Structure plugin activated
A defined structure of users (manager-subordinate relationships)
Correct roles and permissions assigned
Optionally, the Meeting Manager plugin for better planning

How to Approve Attendance for Subordinates

Step 1:

Go to Global menu > Administration > Plugins > Other, and activate the plugin called Easy – Organisation Structure.

Step 2:

Create your organization structure by assigning users to managers or leads who will be approving attendance.

Step 3:

Go to Global menu > Administration > Roles and permissions, and assign the permission Approve/reject attendance for subordinates to the proper user roles.

Step 4:

Users with this permission will now be able to approve or reject attendance records of their subordinates.

Step 5:

For easier approval workflow, create a filter in the Attendance List view to quickly find records that are waiting for approval.

Connection with Other Plugins

Org Structures – Defines who reports to whom, and who can approve attendance
Meeting Manager – Shows out-of-office activities of users, helping with meeting scheduling

Conclusion

You have now set up the approval of attendance for subordinates using organizational structure. With the right roles and filters, managers can easily manage and approve attendance of their team members.