This section explains how to configure approval workflows and set up line managers for proper reporting and approval hierarchy.
Approval Rule Configuration
To create a new approval rule:
Navigate to Core HR → Settings → Approval Rules.
Click Create.
Enter a name for the approval rule.
Add the approval details as required (e.g., number of levels, approvers).
Click Save to create the rule.
Existing rules can be modified at any time from the same screen if updates are needed.
Line Manager Creation
If a new employee joins and serves as a line manager for other employees, you must create a Line Manager Master and map all reporting employees under this manager.
Steps to create a line manager:
Navigate to Core HR → Settings → Line Manager.
Click New.
Enter the name of the line manager.
Map the employees reporting to this line manager.
You can do this manually via Employee Master, or
Use the General Import with an Excel file containing Employee ID and Line Manager columns.
Click Save to complete the entry.
Proper line manager mapping ensures accurate workflow for approvals, ESS requests, and reporting hierarchies in Zeta HRMS.
✅ Outcome:
After completing these steps:
Approval rules are configured for workflow automation.
Line managers are properly mapped to their reporting employees.
ESS requests and other approvals flow correctly through the hierarchy.