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Approval System - Employee Manual

1. Introduction

The Approval System is an internal workflow management tool designed to streamline the submission, tracking, and management of various organisational requests. This system allows employees to submit formal requests (such as Expense or Leave approvals) and enables designated authorities to review and process them efficiently.

 

2. Accessing the System

  • Log in using your corporate credentials. eg: ([employee] Sample Employee — employee@lalco.la - emp12345)

  • The system opens to the Dashboard, providing a high-level overview of your activity.

  • Use the Sidebar Navigation on the left to switch between modules: Dashboard, Submit Request, Approval Centre, and Out-of-Office.

 

3. Menu Options Overview

3.1 Dashboard

The Dashboard serves as your personal command center. It provides real-time statistics and quick access to your workflow.

  • Status Cards: View the total count of My Requests, Approved requests, and Rejected requests at a glance.

  • My Recent Requests: A dedicated section showing the status of your latest submissions. You can click "View all" to see your full history.

  • Quick Actions: Contains a "+ New Request" button to quickly jump to the submission forms.

 

3.2 Submit Request

The Submit Request page lists all available forms categorized by department.

  • Searching for Forms: Use the Search bar or the Category filter (e.g., Finance, Human Resources) to find specific request types.

  • Available Forms:

    • Finance: Expense Approval Ringi – Used for submitting financial reimbursement or expenditure requests.

    • Human Resources: Leave Approval Ringi – Used for requesting time off or vacations.

    • Other: Miscellaneous forms (e.g., Test - Copy).

  • How to Submit: Click on the desired form, fill in the required details, and click the submission button to start the approval routing (e.g., Treasury → COO).

3.3 Approval Center

The Approval Center is where users manage requests that require their specific intervention.

  • My Requests Tab: Displays the status and history of requests you have submitted to others.

  • CC’d Tab: Displays requests where you have been added as a "Carbon Copy" (CC) recipient for informational purposes only.

  • Search & Filter: Use the search bar to locate specific requests by form name, request number, or the name of the submitter.

3.4 Out-of-Office (Delegation)

This feature ensures that workflows are not delayed while you are away from the office.

  • Adding a Delegation: Click the "+ Add Delegation" button.

  • How it Works: When active, any approval tasks assigned to you will be automatically forwarded to your designated delegate.

  • Management: You can view, edit, or remove active delegations from this list.

4. User Profile & Preferences

Located at the bottom of the left sidebar, the Profile section allows you to:

  • My Profile: View your employee details and account settings.

  • Language Selection: (Top right of the header) Switch the interface language between EN (English) and other supported local languages.

  • Notifications: Click the Bell Icon in the top header to view recent alerts regarding your requests.

 

 

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