Defining reporting line manager for employee's leave requests can be set up in 2 ways:
Default Leave approval flow: From employee profile > Work tab > "Reports to" field.
Advanced Leave Approval flow: Leave approval flow from Settings > Approval flows.
Click here if the Leave approval flow is enabled for the company. (You can contact your customer success manager or Bayzat support to enable this for your company)
Follow the below steps if you have Default approval flow for the company.
Setting up the hierarchy for Leaves allows you to define who approves leave requests for each of your team members.
There are 3 main steps to this process:
Step 1: Assigning Line Manager Permissions to any manager required to approve leave requests.
All managers who are required to approve leave requests must be first assigned a Line Manager permission under Role Management. Click here to learn more about assigning permissions.
Step 2: Define whether the Line Manager is a final decision-maker or not
On the Line Manager's Work tab, the first check box under Reports To will automatically be selected indicating that they manage leaves for their team (having line manager permissions on Bayzat).
If they are not the final decision maker for their team's leave requests, select the 2nd check box 'Time off decisions require additional approval' - which means that the leave requests have to also be approved by the next manager in the reporting line.
Step 3: Define the reporting line for each employee using the Reports To field
On each employee's profile, you can select who their leave requests should be sent to under the "Reports to" field.
Under the Work tab, scroll down to "Reports to" and fill in the name of this employee's approver for all leave requests
You can also assign line managers to employees by mass upload option.
Click here to know more about mass upload employee records.
Important: Before making any bulk changes, please ensure you download and save a backup copy of the original file. This helps preserve your data in case you need to revert or reference it later.
Steps:
Log in to your Bayzat account.
Proceed to the "Employees" section.
Click on the arrow next to the download option and select "Excel bulk import".
Choose "Download Excel sheet" to acquire the template.
In the downloaded Excel sheet, find the Column (Reports to).
Input the updated biometric ID for each employee in the designated rows.
Once all data is entered, save the Excel sheet.
Back on the Bayzat platform, select "Upload Excel sheet" and choose the updated file from your device.
Click "Save" to complete the bulk update process.