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How to Set Up Approval for Talenta Manpower Planning (New Interface)

Article author
Learning Center Mekari
  • Updated

In Talenta’s Manpower Planning, the Super Admin can configure approval settings to manage the approval process for Headcount requests or Replacements submitted by employees. When the approval feature is enabled, all requests or submissions made by roles other than Super Admin or Admin must go through an approval line first. Here are the steps.

  1. Go to the Settings menu.

  2. Click the ESS tab and select the New Approval tab.

  3. Then, under the Approval settings tab, you will find the Manpower planning box. In that box, click “Go to Settings”.

  4. You will be directed to the approval settings page for Manpower Planning as shown below. There are two settings you can choose from: Request New Headcount or Request Replacement.

  5. To modify the approval settings, click “Actions” then click Edit. Additionally, you can copy approval settings from other configurations you have created by clicking Import from existing, such as Overtime request, or Request Replacement/New Headcount.

  6. If you select Edit, you will be directed to the following page, for example, for Request Replacement.

No. Column/Button Name Description
1 Help Click to get a guidebook or enable the tooltip feature to receive tips directly within the application.
2 Import Click to change approval settings related to Manpower planning, such as Request headcount or Request replacement, in bulk by uploading an Excel file.
3 Export

Click to get an Excel template containing the approval settings related to Manpower planning, such as Request headcount or Request replacement. By exporting, you can modify the data and then re-upload it via the Import feature.


- Export setting: Click to download this setting.
- Export approval line: Click to download the approval line settings.
4 Description Add a description of the approval settings here (optional).

  1. Next, in the following section, you will see several criteria columns. You can add approval flow criteria by clicking “Add criteria”.

  2. Once you have determined the number of approval flow criteria you want to apply, you can then configure the criteria details and approver layers as follows.

No. Column/Button Name Description
1 Criteria (1,2,3, etc.)

Specify based on employee criteria whether this approval setting will apply. You can configure with several options (all employees, job, organization, job level, employee ID, and branch).

Example case: Based on All employees.
2 Auto ascend toggle button Click to enable/disable Auto ascend. For example, if the approver layer for an employee is empty, the request will be forwarded to the job position in the next higher layer.
3 Three dots

Click to perform actions such as Copy approval or Delete this approval criteria.
4 Six dots Click and hold to change the order of the approver layers up or down.
5 Approver 1

You can add multiple approver layers, and this is the first layer. You can select the approval layer settings based on Upper Job Position, Employee ID, Approval line, Consultant, or Multi company (Emp ID).

Important
If you select Employee ID, you only need to select the ID and name of the employee who will be the PIC approval at this layer.
6 Approver 2

You can add multiple approver layers, and this is the second layer. You can select the approval layer settings based on Upper Job Position, Employee ID, Approval line, Consultant, or Multi company (Emp ID).

Important
If you select Upper Job Position, Approval line, or Multi company (Emp ID), you can fill in the Request type.
- Requested: Approval based on who the employee making the request is.
- Requester: Approval based on employees within certain criteria.
Then, fill in the Value column based on the Job Position level held by the approver.

- Value filled as 1 Upper position: If a GA Staff requests time off, the approver would be the HRD & GA Supervisor.
- Value filled as 2 Upper position: If a GA Staff requests time off, the approver would be the HRD & GA Manager.
7 Delete button Click to delete approver layers one by one.
8 Add approver Click to add an approval layer.

  1. Here is an explanation of how the system reads the order of the request positions in the image in point 9.
    Approver 1 (First approver layer): Employee ID; Value; EMYD712 Githa Yeni.
    Approver 2 (Second approver layer): Upper job position; Value: Requested - 1 Upper position.
    This means the system will send the manpower-related request, in this case headcount, to EMYD712 Githa Yeni. After this request is approved, the manpower request will require final approval from 1 Upper position from the requestor (one job level above the employee making the request).

  2. If the settings are correct, click “Save changes”.

  3. You will then be directed to the following page. You can view the approval layers for a specific employee by clicking “Preview approval layer”.

  4. A preview approval layer pop-up will appear. You can select the Approval setting, then choose the employee’s name in the Employee column. When ready, click “Preview”.

  5. The layers of approval details will appear here.

That is how to set up the Manpower Planning approval process to align with your company’s policies through Mekari Talenta. Next, you can learn how to approve or reject Manpower Planning submissions from employees here.