Set up payroll approver

Before using "Payroll Approver" functionality, it is important to understand why and when do need this feature. If your current process handling your company payroll requires approval from your management, we recommend you to activate this function. This feature will allow you to send a direct approval request from our platform. 
 
Now don't have to download and send the hard copy of the Payroll Report to your management anymore. 
 
Follow these step to activate the functions:
 
payroll_approval.gif
 
Pro tips:
1. By keeping a Payroll Approval, you will not able to proceed your Payrun to step 2 until it has been approved by management. 
2. Approver list only shows the users who have permission as admin. You can manage the group at Group Menu (HR HUB) Setting > Group

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Guide for Payroll Admin (Payroll Processor) 

Request approval for the payroll

Should you have activated "Payroll Approval" setting, your pay-run would require approval before payroll admin can proceed to next step. 
 
request_payroll_approval.gif
 

You only can proceed your monthly payroll once your admin has approved your payroll.

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Pro tips:
Here is the meaning of your payroll request status:

Pending - Payroll awaiting approval from payroll approval
Declined - 
Payroll being rejected by payroll approval
Approve - 
Payroll has been accepted by payroll approval

Once your payroll has been approved, click Continue to proceed.

proceed_payroll.gif

Pro tips:
Once you confirm your payroll, you cannot go back to step 2.
Contact Swingvy Customer Success team via support@swingvy.com from Monday to Friday 9 AM-6 PM (MYT) (Exclude all MY & SG Public Holiday) if you need any helps.
 

Guide for Payroll Approval (Managing Payroll Approval Request from admin)

How do I receive the payroll request from payroll admin? 

You will be notified via email and home page.
 

Screenshot_2019-09-18_at_11.53.30_AM.png  

Click the request you want to approve to open it and review the amount to ensure they're correct. You can review the payroll or download the report to see the figures.

Approve a payroll request

As a payroll approval, you can approve the current month pay-run via:
1. Swingvy platform (www.secure.swingvy.com)
2. Personal email

 

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When you approve an admin's payroll request, you can only view it on the History tab.

 

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Payroll status meaning: 

Pending - Payroll awaiting approval from payroll approval
Declined - 
Payroll being rejected by payroll approval
Approve - 
Payroll has been accepted by payroll approval
Cancelled - Payroll cancelled by automatically when payroll approval setting is turned off or any approved payroll is reversed back to step 1

What's next?

The admin now can process the payroll and pay your employee.

Decline a payroll request

You can reject a payroll request either with a note containing the reason or without a note.

decline.gif

When you reject an admin's payroll request, you can only view it on the History tab.

Screenshot_2019-09-18_at_1.24.32_PM.png

Payroll status meaning: 

Pending - Payroll awaiting approval from payroll approval
Declined - 
Payroll being rejected by payroll approval
Approve - 
Payroll has been accepted by payroll approval
Cancelled - Payroll cancelled by automatically when payroll approval setting is turned off or any approved payroll is reversed back to step 1

What's next?

The admin needs to edit or resubmit again the request.
Have more questions? Submit a request
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