Configure approval for Payroll

You determine whether you want to approve the expense entries before Profit channels them to Profit Payroll. If not, these entries automatically get the Approved status.

Declarations are entered using the Employee declaration workflow. If the declarations are reviewed in the workflow, you can decide not to have them approved for Payroll. The declarations are generally already reviewed in the workflow.

Configure the approval of expense claims

If you also have Profit Projecten you can channel actual costing lines through to Profit Payroll. The approval will also apply to this.

To configure the approval of expense claims:

1. Go to: HR / Management / Settings.
2. Go to the tab: Integration.
3. Select the Approve actual costing for Payroll check box if lines need to be approved manually before they are channelled through.

   How this field works, depends on the licence:

   • Licence without Profit Projecten

     This field only refers to expense lines.

   • Licence with Profit Projecten

     This field refers to all actual costing lines that must be channelled to Profit Payroll.

Approve authorisation and view management for Payroll

You run Approve for Payroll from the Profit HR menu orProfit Payroll, depending on your licence.

Authorise functions

• Licence without Profit Projecten

  You authorise the HR / Payroll / Approve actual costing function.

• Licence with Profit Projecten

  You authorise the Projects / Actual costing / Approve for Payroll function.

Views

There are two methods for approving the actual costing and for channelling it through to Payroll. Each method is associated with a specific view in the Approve for Payroll function. It is advisable to authorise the required view:

• To be approved for Payroll (approved)

  View with cost lines that have already been approved using Approve actual costing.

  You authorise this view if actual costing lines first need to be approved, before the cost lines are channelled to Payroll (method 1).

• To be approved for Payroll (approved and unapproved)

  View with all cost lines which can still be approved for Payroll. Previous approval via Approve actual costing does not play a role in this.

  You authorise this view if all the lines to be approved can be channelled to Payroll (method 2).

You can undo the approvals by going to the Approve for Payroll view. It is advisable to also authorise this view correctly.

Also see

• Integration of actual costing and salary processing