Kindly, I would appreciate your assistance regarding a payroll workflow I have created.
The purpose of the workflow is to allow the Payroll Officer to prepare and submit a payroll for approval, including a list of employees along with their earnings and deductions, for review and approval by the General Manager and CEO.
I would like to know the best way to achieve this in ERPNext, particularly how to:
Allow the Payroll Officer to submit the payroll for approval.
Allow the General Manager to review the list of employees, earnings, and deductions and either approve or reject the payroll.
Allow the CEO to perform the final approval or rejection.
Ensure that the payroll cannot be modified while it is under review or approval.
Return the payroll to the Payroll Officer for correction if it is rejected.
I would greatly appreciate any guidance or recommendations on how best to implement this workflow in ERPNext.
This can be achieved using Workflows in ERPNext. You would have to define “States” and “Actions”.
Before you updated Workflow, you need to ensure “Payroll Officer”, “CEO” Role is defined. You might also have to update “Role Permissions” based on your Business Requirements
I believe Workflow should be defined at “Payroll Entry” (DocType level). The states would be defined as:
Draft
Pending Approval
Approved
Rejected
For each of these States you’d also want to define “Actions” as “Approve” or “Reject” and only allow it for “CEO Role”
Thank you, @black_mamba, for your reply. I have already done that, but the issue is that the information shared through the workflow does not include the earnings and deductions for each employee. These details are important because they are needed by the General Manager or CEO to make an informed decision on whether to approve or reject the payroll.