At Leave approval workflow, HR/Admin may set "Client" as the approver. This is applicable when an employee has a project to work with an external client and you would like the client to be the approver as this leave is related to them.
Do reach out to support@briohr.com should you need the function but do not see the mentioned options shown in the article below.
Important note:
Please ensure both the project and client information are updated in the Timesheet module and the employee profile > Project page.
To set "Client" as approver, login to your BrioHR account:
1. Go to HR Lounge.
2. Navigate to Leave.
3. Go to Leave Policies.
4. Click View leave details on the policy name that you want to set "Client" as approver.
5. Under General Configuration/Leave Approval.
6. Edit the Approval Workflow and select Position - Client as the approver.
Questions: Does HR need to create a profile in BrioHR for "Client" as Leave approver?
Answer: HR doesn't need to create a profile for "client" in BrioHR. The client can approve the submitted Leave directly from his/her email.
Here are the steps showing how a client can approve a submitted leave via email. Once an employee submits their leave, the client (approver) will receive an email.
1. Click on the blue link 'Click here to Approve/Reject'
2. The client will be directed to a new browser page 'Leave Approval Request'
This is where the client able to :
- View Details of the Leave
- Select the checkbox of an acknowledgement.
- Click Approve Leave, or Reject Leave
