Job Group Configuration

The Job Group Configuration section allows organizations to manage and organize branches or job groups. This configuration is critical for streamlining approval processes, assigning roles, and categorizing employees within specific branches or entities.

Overview of Job Group Configuration

This configuration enables system administrators to:

• List all branches or job groups within the organization.

• Perform approval designations for each job group.

• Configure employee levels for each job group.

By utilizing this configuration, organizations can:

• Ensure proper role assignments.

• Maintain accurate records of branches and their respective employees.

• Simplify the approval and claim processes for different job groups.

Importance of Job Group Configuration

• Efficiency: Streamlines the claim and approval processes by associating claims with the correct branch or job group.

• Accountability: Ensures that roles and responsibilities are clearly defined within each branch.

• Customization: Allows organizations to tailor branch configurations to their unique requirements.

Example Use Case

Scenario: A company wants to ensure that all claims submitted by employees in "AMZ BRANCH" are reviewed and approved by the Branch Manager.

1. The system administrator accesses the Job Group Configuration section.

2. They select "AMZ BRANCH" from the list and navigate to the Approval Designation tab.

3. The Branch Manager is assigned as the default approver.

4. When an employee submits a claim, it is automatically routed to the Branch Manager for approval.

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Key Features

1. Branch Listing

• Purpose: Displays all the branches or job groups within the organization.

• Fields Displayed:

  • Code: Unique identifier for the branch or job group.

  • Name: The name of the branch or job group.

  • Status: Indicates whether the branch is active.

• Example: Branches like "AMZ BRANCH" or "IDA BRANCH" will be listed with their corresponding details.

2. Main Details Tab

• Purpose: Allows administrators to view and edit basic details of the branch.

• Fields:

  • Name: The branch or job group name.

  • Code: A unique identifier for the branch.

  • Company: The associated entity for the branch.

  • Currency: The default currency for the branch.

• Example: The "AMZ BRANCH" is part of "Amz Comp" and uses MYR as the currency.

3. Employee Ranking Tab

• Purpose: Organize employees based on their rank within the branch.

• Example: Employees in "AMZ BRANCH" can be ranked as Manager, Supervisor, or Staff for better role clarity.

4. Approval Designation Tab

• Purpose: Assign approvers for claims or specific processes within the branch.

• Fields:

  • Designated Approvers: Assign specific roles to employees.

• Example: The Branch Manager can be designated as the default approver for all claims submitted by employees within the branch.

This configuration ensures that the approval process is streamlined and aligns with organizational policies.

The next section will focus on Email Template Configuration