Modified on : June 5, 2024
Estimated Reading Time: 1 minute
You can create an approval flow for the invoices that has been raised in the system, so that all the invoices will be triggered to the assigned approvers before it goes to the client’s inbox
Please follow the below steps to approve/reject the invoice
- Log in to your Oorwin Account and navigate to Invoices module from the left menu under Human Resources Section
- You will find a tab called “Approvals” on the top and click on it
- You can find the number of invoices that were pending for approval on your side in the Assigned to me section
- Click on three dots for the specific invoice that you wanted to take an action
- It shows approve or reject buttons and you can click on any of the action on it
- Now your pending invoice has taken care and will be sent to the next level user in the flow
- If you are a system admin you can also find or approve all the pending invoice from the Approve as Admin section
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
Creating an employee record in Oorwin typically involves following steps:
- Log in to your Oorwin Account and navigate to Employees module from the left menu under Human Resources Section
- Click on “Add Employee” button on the top right corner.
- Fill all the mandatory details like Personal Information, Employment Details, Education Details,Documents, etc.
- Once you’ve filled in all the necessary information, click on the “Save” button below
- Thats it! A new employee record has been created in Oorwin.
Modified on : June 6, 2024
Estimated Reading Time: 1 minute
If any of the employee doesn’t have an active assignment at this moment then we will consider them as bench employees and you can verify them in employees module all at once
Here is how you can view the list of bench employees
- Log in to your Oorwin Account and navigate to Employees module from the left menu under Human Resources Section
- You will find all the default views on the left panel
- Look for the default view called “Employees on Bench” and click on it
- This will list of all the bench employees who doesn’t have an active assignment at this moment
- You can also make this view as default by clicking on three dots->set as default
Modified on : June 5, 2024
Estimated Reading Time: 1 minute
You can rehire an off boarded employee through the onboarding process and you can also request all the documents needed from the employee again
Below are the steps to follow to Re-Hire an off boarded employee
- Log in to your Oorwin Account and navigate to off boarding module from the left menu under Human Resources Section
- You will find all the sections on the left menu based on the off boarding status and shows the employees list based on that status
- Select the employee that you wanted to re-hire from the off boarding completed list
- Click on three dots for the specific employee that you wanted to Re-Hire
- Click on “Re-Hire” option from the drop down list and click Yes on the confirmation box
- Now the employee record will be opened in a new tab with all the pre filled details and user can update the existing details if there are any changes
- User select the onboarding workflow from the drop down list and initiate the on boarding process as a re hire
Modified on : June 6, 2024
Estimated Reading Time: 1 minute
You can verify all the timesheet external approvers at one place based on the tagged account and also you can verify which approver was tagged to which assignment
To view this list you need to have timesheet admin access which can be enabled from the settings->Role security
- Log in to your Oorwin Account and navigate to Timesheets module from the left menu under Human Resources Section
- You will find all the sections on the left menu and click on Timesheet settings on the top
- You will find a section called External Approvers on the left views and click on it
- This shows all the timesheet external approvers which are linked to the specific accounts
- User can also verify the assignments associated with the external approver by clicking on three dots->view linked assignments
- User can also create new external approver from here by clicking on “Create External Approver” button on the top right corner
