Approval Training for Managers

Help managers review requests and make informed decisions

We explain the company’s approval workflow through practical examples, helping managers understand the checks required from the start.

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Learn How to Review and Approve Requests

Managers need clear information before deciding on a request. They should know which requests they are responsible for, what to check, and how their decision affects the next stage. Sigma Solusi Informatika explains these steps using the company’s configuration, without requiring managers to learn every HR administration function.

Identify the Requests Within Each Manager’s Responsibility

Managers may review several request types with different requirements. Leave, overtime, and business travel may follow different workflows. Unclear responsibilities can leave a request waiting or send someone to review work assigned to another approver.

We use examples relevant to each manager’s role and the company’s confirmed policies. Participants learn which requests need their attention and who to contact when responsibilities change.

Check Information before Making a Decision

Managers should have sufficient information before making a decision. Training explains the details shown and when clarification is needed, as well as how to use the approval controls.

We review example requests and the actions available in the application. Decisions remain within company policy and the manager’s authority. Any requirement not covered by the current workflow is discussed with the company before being adopted as a procedure.

Understand What Happens After Approval

One manager’s approval may be only one stage in the configured workflow. Participants learn how to check subsequent progress so they can give employees accurate information.

We explain how a decision changes the displayed status. Support can help with application questions, while company representatives remain responsible for policy decisions. Managers can then handle requests without needing to understand every configuration setting.

Practise Complete Requests and Requests Needing Clarification

Use one complete request and another that requires more information from the employee. Managers practise checking dates, reasons, and supporting details under company policy. This builds understanding of both the review and the application controls.

Also consider a request routed to the wrong manager. We explain what to check and whom to contact. Training develops application skills; approval and rejection decisions continue to follow company rules.

Sigma Solusi Informatika helps managers adapt to Sigma HRIS or Forte HRIS when your company changes systems. Training follows the agreed responsibilities. If the workflow needs adjustment, our team can help review HRIS workflow configuration.

HR and Payroll Report TrainingHRIS Training for New Administrators

Explore the HR processes that may be included in the discussion, preparation, and user guidance for this service.

Approval Workflows

Configure approval workflows for employee requests via ESS to ensure decisions and follow up actions align with company authority.

Manager Dashboard

View team summaries and employee requests in the ESS Manager Dashboard in Sigma HRIS and Forte HRIS, according to your access permissions.

Business Travel Requests

Manage business trip requests, including destinations, schedules, participants, and estimated costs, via Sigma HRIS or Forte HRIS.

Questions About Approval Training for Managers

Who should attend approval training?

Managers and other colleagues assigned approval responsibilities in the company’s configured workflows.

Does training cover every request type?

We select request types according to participants’ responsibilities and the services your company uses.

Does training set the company’s approval policy?

No. Your company sets the policy. We explain how to use the application according to the confirmed settings.

What should a manager do if a request is missing?

Check the period, status, and approval responsibilities. Share an example with the designated company contact or support for further investigation.

Does a manager’s approval always complete the process?

Not necessarily. An overtime request may still need an HR review after the manager approves it, depending on company rules. Training explains the resulting status and who handles the next stage.

Can managers get help after training?

Usage questions can be coordinated through your company’s contact and the support team for review against the configured process.

Help Managers Review Requests Correctly

Choose leave, overtime, or business travel examples relevant to their responsibilities. We will explain what to check and how the status changes after a decision.

Discuss Approval TrainingExplore Sigma HRIS and Forte HRIS