Two-step approval allows you to designate an administrator to approve all payrolls before they are finalized. This workflow requires two administrators:
- A submitter payroll administrator: This individual has "Run & submit" permissions. Their role is to complete the Run payroll workflow and submit the payroll for approval.
- An approval administrator: This individual has "Run & approve" permissions and must approve the payroll. One administrator is assigned "Run & approve" access while all other administrators have "Run & submit" permissions.
How does 2-step approval work?
1. A submitter payroll administrator runs the payroll. At the end of the Run payroll workflow, they click Submit for approval. An email notification will then send to the designated approval administrator, letting them know that there is a payroll ready to review.
2. The approval administrator logs into their Wagepoint account. Under the Pending approval tab, they will see submitted payrolls and can click the Review button.
3. When the approval administrator has reviewed the payroll, they can select either:
- Approve: If the payroll is approved, a confirmation message will appear asking the user to confirm their approval once more. A summary page will then appear showing a breakdown of the approved payroll and a notification will also be sent to the submitter payroll administrator.
- Reject: If the payroll is rejected, confirmation message will appear asking the user to confirm their rejection once more. A notification will be sent to the submitter payroll administrator, who can then access the rejected payroll under the In progress tab by clicking Fix payroll.
Enable 2-step approval and designate an approval administrator
1. Log into your Wagepoint account.
2. Click Settings.
3. Click General settings.
4. Check the box next to Two-step approval.
5. Using the drop-down menu, select the administrator who will be responsible for approving or rejecting the payrolls.
6. Click Assign.
7. Click Save.
Edit the administrator authorized for 2-step approval
1. Navigate to Settings > General Settings.
2. Click Edit.
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2. Under Two-step approval, use the drop-down menu to select the relevant individual.
3. Click Assign.
4. Click Save.