Skip to main content

Online Mobile Approval

Use cases​

These ALL can use Online Approval for user :

ModuleAccess Right
Logon Screen- No access right to change password
ALL module- ALL Module with execute but have no access right for pront / preview or export
- Unable to Grid Export
Payroll- Process/ Delete Month End Outside Acceptable Transaction Date
- Have right for Open Pending Payroll but without access right for execute or process right for pending Allowance, Overtime etc
- Payroll Report -Payroll | print report | have execute right without process report
View- Not allowed to view Payroll or Leave Dashboard

Sample Scenario​

For example : If we set Maintain Acceptable Transaction Date date from 01/03/2023

  1. Process Year 2023 February month end

  2. Click process > prompt a dialog box to override > click Online Approval

    sample-scenario-1

    1. Tick the ID that you choose to get approval

    2. You can choose to send by Whatsapp, Send by Email or Send by Whatsapp & Email

      sample-scenario-2

  3. You will received a message at whatsapp or email send by system

    • Senario 1 : Send By Whatsapp

      You will received a message > Click that link

      sample-scenario-3

    • Senario 2 : Send By Email

      You will received an email > Click ‘CLICK HERE FOR MORE ACTIONS’

      sample-scenario-4

  4. Login Gmail Address that you setting in maintain user Open ID (Google)

    note
    • This step is for those send by whatsapp and not use Gmail to received notification
    • Those use Gmail Address to received notification and approve can jump to Step 6

    sample-scenario-5

  5. Enter your Gmail Password

    sample-scenario-6

  6. After Login Gmail you will see this window

    sample-scenario-7

  7. You can click on Doc Detail and ScreenShot to see the detail

    1. Doc Detail : To show User Name

    2. ScreenShot : To see the process screen

    3. Reply : You can left a message and click Approve or Reject

      sample-scenario-8

    note

    After Approve or Reject you can go back SQL Payroll, you will see below screen

    • Scenario 1 : Approve Override

      a. Message : Approve Message

      b. The green tick will appear after approve

      c. Click OK to save that transaction

      sample-scenario-9

    • Senario 2 : Reject Override

      a. Message : Reject Message

      b. The cross will appear after reject

      c. The OK button is disabled after reject, click Cancel

      sample-scenario-10

      After Click Cancel System will Prompt back to this dialog box

      sample-scenario-11

Setup​

Step 1 : Navigate to Tools > Maintain User​

setup-step-1

Step 2 : Edit User​

  1. Double click the user will be set for Approval > Edit

    setup-step-2-1

    setup-step-2-2

Step 3 : Set Approval Person​

  1. Setting The Detail For Approval Person (ONLY GMAIL CAN LOGIN TO APPROVE OR REJECT)

    1. Mobile number - To which whatsapp number to get notification for approval only

    2. Email - To which email address to get notification for approval only

    3. Open ID (Google) - Gmail for approve or reject

    note

    If receive notification email and approve email is Gmail, do setting only at 3. OPEN ID (Google) and leave 2.Email column blank

    setup-step-3-1

    For Example :

    • Senario 1 : Use Same Gmail to Received Notification and Give Approval

      Your Gmail address is : XXXXXX@gmail.com

      1. Open ID (Google) : XXXXXX@gmail.com
      2. Email : Left as blank

      setup-step-3-2

    • Senario 2 : Use Different email to received notification and give approval

      • To Give Approval Gmail Address is : XXXXXX@gmail.com
      • To Received notification Address is : XXXXXX@estream.com
      1. Open ID (Google) : Put your gmail address XXXXXX@gmail.com
      2. Email : XXXXXX@estream.com

    setup-step-3-3

Step 4 : Setting SMTP​

note
  • This Setting is for user who want to use Email to send Notification
  • If use whatsapp to send approval can skip this step

  1. Make Sure you had create App Password

    • If you’re using Gmail , you can CLICK HERE to follow the steps to create your App Password
    • After get App Password, return to your SQL Payroll

  2. Click on Email Setting

  3. Your Email SMTP Host

  4. Your Email SMTP Port

  5. Your Email SMTP Connection Security

  6. Your Email Address

  7. Your Apps Password

  8. Your Email Sender Name

  9. After done setting click Save

    setup-step-4