Why am I seeing an incorrect approver name via the payroll platform for HR & payroll connected orgs

Question

Why is the payroll platform showing an incorrect name for the person who approved leave requests and detail changes?

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Answer

The approver name reflected on the payroll platform will depend on where the leave request was submitted or where the detail change was made. There are two scenarios you may encounter:

Scenario 1: If the request or change was made on the payroll platform 

For this scenario, let's say the leave request was directly submitted on the payroll platform. The "Approved by:" field will display the name of the person who granted the approval.

You can see this information by hovering over the "APPROVED" tag.

In the image below, the leave request is for employee Eren Ackerman. Admin Gabriella Adelyne Alicaya approved the request directly on the payroll platform.

screenshot of the leave requests screen, highlighting the approved tag and approved by data

Scenario 2: If the request or change was made on the HR platform

For this scenario, let's say the leave request was submitted on the HR platform. Once this leave information syncs through to the payroll platform, the "Approved by:" field will display the name of the person who completed the initial integration between your organisation's HR and payroll platforms.

In cases like this, the HR platform will be your source of truth.

Example 1: Leave request made on the HR platform

Let us take an example where admin Gabriella Adelyne Alicaya approved a leave request for employee Eren Ackerman on the HR platform.

screenshot of the leave management screenshot of the leave management screen, showing the approval data on the payroll platform

On the HR platform, the "Approved by:" field shows admin Gabriella Adelyne Alicaya. But when this information syncs through to the payroll platform, the "Approved by:" field will display admin Casper Claude.

Casper Claude is the one who completed the initial integration between this organisation's HR and payroll platforms. He will appear as the approver, even though he was not the one who approved the leave request.

screenshot of the leave requests screen, showing the leave details for a request sent through the HR platform

Example 2: Pay details change made on the HR platform

The same happens for detail changes made on the HR platform. On the HR platform, you will see the name of the person who granted the approval, but the payroll platform will show the email account of the person who completed the initial integration for the organisation.

In this example, admin Gabriella Alicaya changed the pay details for employee Armin Jaeger. On the HR platform, the "Who did it?" column (in the Audit Trail tab in the Employee File) will show the name of the person who made the change.

screenshot of the employee's audit trail screen, highlighting the approver's name

But on the payroll platform, the "Change made by" field will display the email of the person who made the integration. You will see here the email address of Casper Claude, the person who completed the integration for this organisation.

screenshot of the employee details audit report screen, highlighting the email of the person who completed the integration for the organisation

Explore related content

Was this article helpful?
1 out of 2 found this helpful

Comments

0 comments

Article is closed for comments.