If your company set up approval workflows and set you as an approver, approval tasks appear in the Inbox widget of your Home. There are three main types of requests you can receive for approval:
- Attendance request
- Employee attribute update request
- Time off request
You can't approve requests using our mobile app. You must log in to Personio using a browser. If you're an approver, and you can't view or action a request, ask a Personio Administrator to check your access rights.
Approve a time off request
As soon as an employee requests time off, like holidays, paid leave, or sick days, Personio triggers an approval workflow. If you're a request approver, the task appears in your Home and Inbox.
Click Inbox to see more details on the time off request. You can approve or reject the request directly from there. In either case, the employee receives a confirmation email. When the request is approved, the time off appears in the employee's calendar.
Approve an attendance request
Your company might have set up an approval process to ensure that time entries are confirmed as valid. If you're an approver for other employees' attendance requests, follow these steps:
- Go to the Inbox.
- To only see attendance requests, filter by Product Area > Attendance.
- Requests are grouped by employee. You have three options:
- To approve requests in bulk, click Approve all.
- Click a request to view all its details.
- Hover over an individual request to either approve or reject it directly in the Inbox. If you reject a request, it returns to the requester, so they can edit and resubmit it.
Approve employee attribute update requests
Your employees might be able to propose changes to their own attributes. Your company might have set up an approval process to review these changes before they're effective. If you're an approver for attribute updates, follow these steps:
- Go to the Inbox and locate the approval task.
- Review the request and either approve or reject it.
- When the request is approved, a notification appears for the requester.
Review and approve requests as an Administrator
If you're an Administrator, you can see all your organization's open approval requests through the Automations area. This helps you to track progress and identify possible bottlenecks. If necessary, you can also manually action approvals. Follow these steps:
- Go to Automations > Overview. Locate the Open approval requests widget and click the approval type.
- All open approval requests appear in a list. Use filters to refine the results.
- Review all requests and their details. Check the requester, status, responsible approver(s) and request type.
- In urgent cases, you can manually action a request, depending on the type:
- Time off: via the requester's Profile > Time off tab > Pending Requests.
- Attendances: via the requester's Profile > Attendance tab. Click the pending attendance entry.
- Employee attribute update: via the requester's Profile > Personal info. Find the section containing the attribute. Under the attribute, click the warning symbol > Review request.