Orchestra includes various business workflows for your organization, all workflows are simplified, mobile powered and easily customized and well documented. Read this document and if covers your business requirements you can activate and start using.
Purpose
This process is used by employees to request advance payment from their manager and HR department. This is a two-level approval process with the advance reason, advance amount, and comment fields.
Prerequisites
- Advance reasons should be customized.
- Employee Manager Id field should not be empty in Active Employee table,
- HR people is found from PAADMIN role assignment, these people will have shared responsible
Necessary Parameters
- With the ADVANCE_REQ_DAY_OF_MONTH parameter, you can set which day of the current month, last day of you can request advance payment.
- With the ADVANCE_REQ_LGART parameter, you can set which wage type is used to transfer HR base system.
Flow
- User with EMPLOYEE role request advance payment until ADVANCE_REQ_DAY_OF_MONTH day of month.
- User with MANAGER role assigned as manager of initiator employee can approve.
- HR approves, approvers can be defined from parameters or users with PAADMIN role will be HR approvers.
- Upon approval, advance amount is recorded as ADVANCE_REQ_LGART wage type in additional payment.
Technical Name
ESS_ADVANCE_PAYMENT_REQUEST
Updates