How can admin post permission transaction requests without rules for an employee?

Created by Product Content Team, Modified on Tue, 20 Feb at 2:04 PM by Product Content Team

The Permission module helps an employee to apply for permission to step out in advance.

To post permission transaction requests without rules for an employee, the admin must perform the following actions:

From the greytHR Admin login, navigate to Leave > Information > Regularization & Permission. The Regularization & Permission page appears.
Select the Post Transaction option.
In the Search Employee search box, enter the name/number of the employee for whom you want to post a permission transaction request. The employee’s calendar appears.
Enable the Allow override of rules to apply for exceptions checkbox. This option helps the admin to apply for permission even if he/she is breaching a permission policy rule.
From the employee’s calendar, select the required dates to apply for permission. The selected date cards appear on the right side of the calendar.
From the Add CC dropdown search box, search for the employee whom you want to keep in CC.
Note:
- You can always add more than one recipient as CC.
- To delete a recipient, click the × icon on the required employee’s icon.

In the Remarks textbox, enter the valid remark.
Click the arrow on the exception day card. The card expands.
From the Permission Type dropdown list, select the required permission type. The reviewer's name gets auto-populated on the card.
Note: You can create multiple permission requests by clicking Add More.
In the From Time and To Time text box, enter the required timings.
From the Reason dropdown list, select the relevant reason to apply for permission.
Repeat the above steps for each exception day card.
Click the Apply button to apply for permission. A success message appears.

Related Links:

Video:

To watch a video on how to define the Permissions Workflow Policy, click here.
To watch a video on how to Generate a Permissions Report, click here.

FAQs- To read more FAQs about the Regularization & Permission feature, click here.

Documentation- To read more about the Regularization & Permission feature, click here.

Product Update- To read about the product update, click here.