Payment Request Setup

Before you start working with the additional payment requests, make sure that the following settings are in place:

• Additional Payment Categories
• Approval Workflow for additional payment requests

Additional Payment Categories

Categories for additional payments define:

• Coefficient for calculating the payment (multiplied by the number of hours to be paid out)
• Whether the additional payment request is submitted in hours or days

The payment categories can be edited under Settings > Site Lists and Libraries > Additional Payment Categories.

Approval Workflow for Additional Payment Requests

Approval workflow for approving additional payment requests must be set up. It is configured under Settings > Settings and Configuration > Core HR. Click Processes and Approval Workflows and then Approval Workflows. 

Additional Payment workflow is a status approval workflow with 2 steps:

• Line manager approval (common for all the employees)
• Team approval. This is a code based step that defines behavior of the workflow depending on the employee's team. For more details, check the Approve Additional Payment article.