You can approve or deny overtime banking from the list of pending approvals, or from the Overtime Banking Details screen. After you make your selection, the app loads and updates the card's status to reflect the action that was taken. Depending on your filter settings, the request might no longer be visible in the list. For example, if your filter specifies to view only Pending and Cancellation Pending statuses, requests will no longer be displayed in the list after they are approved or denied.
Overtime banking request cards are on the main screen and contain the following information:
- Initiator's name
- Avatar or initials
- Request type and request type icon
- String to indicate the pay out (Example: "Pay out 5 hours on Mar. 28, 2018")
- Date of the pay out
- Due date
- Approve and Deny buttons (if applicable)
Tap a request card in the list to open its Details screen, which contains the following information:
- Initiator's name
- Avatar or initials
- Request type and request type icon
- Due date
- Withdrawal string
- Pay out date
- Pay out hours
- Balance details: Select to view OT Bank screen (existing balances in the user interface)
- Employee comment field
- Manager comment field
- Approve and Deny buttons (if applicable)
Approve or Deny Overtime Banking
To approve or deny overtime banking from the list of pending approvals:
- Scroll to the card that you want to take action on.
- Tap Approve or Deny on the card.
To approve or deny overtime banking from the Details screen:
- Tap a card to view its Details screen.
- Optionally, tap the Manager Comment field to add a comment.
- Tap Approve or Deny on the card.