How to Set Custom Settings, Ap...

ZuriHR allows organizations to set up custom approval workflows for various HR-related actions such as leave requests, payroll approvals, overtime, and more.

Step 1: Navigate to Approval Settings

1. From the ZuriHR dashboard, go to Settings.

2. Click on Organisation.

When you create an account for the first time, ZuriHR provides a default settings configuration. You can customize this based on your company’s structure.

Step 2: Access the Approval Settings Tab

1. Inside the Organisation section, you will see three tabs:

   • Organisation Settings

   • Approval Settings

   • Attendance Settings

2. Click on the Approval Settings tab.

Step 3: Configure Approvals

You will now see a left-hand menu listing all the approval categories:

• Payroll

• Overtime

• Attendance

• Absenteeism

• Advance Pay

• Expense Claim

• Losses/Damage

• Leave

1. Click on any category (e.g., Leave) to view the current list of approvers.

2. For each approver listed, you will see:

   • Their approval sequence

   • The departments they can approve

   • The regions they are authorized to approve

Step 4: Manage and Customize Approvers

• To add a new approver, scroll to the bottom of the list and select a user from the dropdown.

• To change the approval sequence, drag and drop the approvers to reorder them.

• Adjust the approval sequence number to match the new order.

 Repeat this process for each category listed in the left menu.

Step 5: Approval Workflow in Action

Once set up:

• System users assigned as approvers will be responsible for authorizing various HR actions.

• Approvers will receive email notifications whenever an approval request is pending.

 This ensures your organization's workflows remain streamlined and compliant with internal processes.