Approval Module
The Approvals module allows centers to create specific approval processes or workflows that dictate how work should be approved (or rejected) to save time and ensure standardization. With KinderPass, you can set up approval processes to approve anything from new hires to invoices (new approvals are added each month). This ensures work is approved the same way every time and that the right documentation is tracked. The Approvals module is only available on the portal.
What Is an Approval Process?
An approval process is a method an organization uses to approve business items or decisions, such as invoices, new hires, salary changes. Implementing an approval process can standardize a daycare’s internal processes, and also save time by creating a dependable, repeatable system.
Creating an approval process can simply mean defining the procedures that you will follow to approve work. Manual processes tend to be less transparent, so some employees might not be aware of the processes and therefore less compliant.
As a result, many organizations have transitioned to automated approval processes and workflows. While each approval process will differ based on its purpose or the organization’s specific requirements, KinderPass allows you to design your own Approval Settings as follows:
Assign Approvers: The approval process hinges on someone else (not the submitter) approving the work, so you’ll need to identify the person or people who have the final say. If your process has multiple approval levels, define who will approve which aspects of work at each level.
Set Permission Levels: Define the level of authority each user should have. You will also be able to decide who can edit, reject, and approve requests.
Add Actions: You can include Action items such as uploading documents or files as part of your approval flow. This will ensure that your staff follow the same procedures for each approval.
Use Notifications: You will also automatically receive notifications about the status of your requests which can help expedite workflow. The notifications can also show if the request is approved or rejected, needs clarification and that the request is advancing to the next step in the process.
Types of Approvals
Users can send approval requests for the following:
Discount: Request an approval to give a discount to an individual child in a Plan.
Subsidy: Request an approval to give a subsidy to an individual child in a Plan.
Collection Adjustment: Request an approval to adjust a collection amount from the parent.
Refund to Parents: Request an approval to give a refund to a parent.
Invoice Adjustment: Request an approval to make an adjustment in an Invoice that is not yet paid.
Add Credit: Request an approval to give a credit to a Family after the invoice is paid.
Timesheet: Request an approval to confirm the working hours of the staff.
New Employee: Request an approval to onboard a new employee.
Salary Adjustment: Request an approval to adjust a salary for an employee.
Employee Termination: Request an approval for termination of an employee.
Leave: Request an approval for leave/vacation for an existing Employee.
Accounting Approvals
Expenses: Request an approval to add expense requests, invoices and payment details for any expenses.
Orders: Request an approval for adding order requests, suppliers and item details for any order.
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