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LEG83
Level 1

Employee leave booking and manager approval

Hi

I currently use Quickbooks payroll but would like to add the funcationality so employees can request leave and then a manager (3 managers of teams of 6) can get the requests and approve themselves.

 

I cant seem to get this to work like I want it too.

Also ive downloaded the workzone app and the leave balance doesnt change as you request or take the leave - has anyone else seen this?

Thank you

LG

5 REPLIES 5
Ashleigh1
QuickBooks Team

Employee leave booking and manager approval

Hello LEG83, Thanks for posting on the Community page, here are some articles to help you, WorkZone for QuickBooks Online Advanced Payroll, Add and manage leave in QuickBooks Online Advanced Payroll. Also in the portal settings on the payroll for advanced need to double check what is ticked in there, Payroll> payroll settings> under business management - employee portal settings> settings> tick all that is relevant for you> save. 

LEG83
Level 1

Employee leave booking and manager approval

Sorry still doesnt have the correct functionality to have a working leave system. That separate managers can approve their teams requests.

Ashleigh1
QuickBooks Team

Employee leave booking and manager approval

Hello LEG83, thanks for coming back to us, we have passed this on to the team. 

Claire - Charity Finance
Level 1

Employee leave booking and manager approval

Hi. I too am looking to set up leave approval within QB and WorkZone.

Was this resolved? ie how to set up named managers to approve leave of their team?

Can you point me to any videos / guidance on setting this up please?

GeorgiaC
QuickBooks Team

Employee leave booking and manager approval

Hi Claire - Charity Finance, thanks for joining this thread 

 

Currently, any user that you add to the payroll will have access to approve or change leave requests submitted from the WorkZone app (if you have different locations set up within your payroll, restricted users will only have access to approve/change for employees at the relevant location). As a workaround, you can use the locations feature for different teams, so that only the manager has access to each team. 

 

To approve or change the leave requests in QuickBooks:

 

1. Go to Payroll, and select the Employees tab.
2. Select Manage employees.
3. Select Manage requests
4. Apply any relevant filters.
5. Select the pencil icon to edit the leave or the Tick icon to approve the leave.
6. Select Close.

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