A manager's guide to Work via Work HR

You can use the Leave feature in the Swag app to view, approve, or deny your employees' leave requests.

1. Log into the Swag app.
2. Tap on Work.
3. Along the top bar, tap on Leave.
4. Tap on the people icon to view your employees' leave requests.
5. Tap on Filter to view all leave requests, your direct personnel's leave requests, or your indirect personnel's leave requests.
6. Here you will see the leave requests listed. Tap on the leave request that you wish to review.
7. Tap Approve or Decline.

The Recognition Approval feature on the Swag app allows you to approve or decline employee-submitted recognition, no matter where you are located. This means you no longer need to use a computer to perform this task and can review recognition submissions as they happen.

1. Log into the Swag app.
2. Tap on the Work icon.
3. Along the top bar, scroll across and tap on Recognition Approval.
   
4. Tap on the Recognition that you wish to review.
   
5. Once you have read the staff Recognition, tap Approve or Decline.
   
6. Confirm your approval by tapping Yes, Approve.
   
7. You will receive confirmation of this approval. 
8. Tap Got it to go back to the Recognition Approval screen.
9. Both parties receive an email to confirm and the recognition is posted in the company feed.
   

You can now manage timesheet functions from the Swag app. It allows you to approve or decline employee timesheets either in bulk or individually, add any required notes and compare to their rostered hours. You can also use this feature to edit a timesheet submission if the details need changing or delete an entry if it is no longer required.

1. From the dashboard view that the app opens in, select Timesheets from across the top of the screen.
   
   
2. Ensure you are in Timesheet Management mode by toggling the switch to Timesheet Management.
   

Approve a timesheet

1. Log into the Swag application.
2. Select Timesheets from the menu across the top of the Dashboard view.
3. Toggle the button to Timesheet Management. 
4. Tap the timesheet that needs approving.
   
5. Tap the Approve button.
   

Decline a timesheet

1. Log into the Swag application.
2. Select Timesheets from the menu across the top of the Dashboard view.
3. Toggle the button to Timesheet Management. 
4. Tap the timesheet that needs declining.
   
5. Tap the Reject button.
   

Filter Timesheets

1. Log into the Swag application.
2. Select Timesheets from the menu across the top of the Dashboard view.
3. Toggle the button to Timesheet Management. 
4. Tap the Search button.
   
5. Choosing from the following filters to locate your desired group of timesheets:
   
   
   • Status:
     • All.
     • Submitted.
     • Approved.
     • Rejected.
     • Processed.
   • Employee.
   • Location.
   • Employee group.

Edit a Timesheet

1. Log into the Swag application.
2. Select Timesheets from the menu across the top of the Dashboard view.
3. Toggle the button to Timesheet Management. 
4. Tap the timesheet that needs editing. 
5. Make the required changes and tap the Save button.

Delete a Timesheet

1. Log into the Swag application.
2. Select Timesheets from the menu across the top of the Dashboard view.
3. Toggle the button to Timesheet Management.
4. Tap the timesheet that needs deleting.
   
5. Tap the Delete this Timesheet button.
   
6. Tap the Yes Delete Timesheet button.
   

1. Log into the Swag app.
2. Tap on Work.
3. Tap on the expense report/s on your Home screen.
4. Tap on the expense report you wish to review.
5. Tap Approve expense.
6. To confirm the approval, click on the approval confirmation pop-up.
7. You will receive a notification that the expense has been approved.
   
   

   Important

   You will need to add expense categories in payroll first for items to sync to your HR platform. See this article for instructions how to add expense categories in payroll and watch this video. 

1. Log into the Swag app.
2. Tap on Work.
3. Tap on Add and check your expense claims on your Home screen. 
4. You will see the existing claims listed. Tap on the plus button to add a new expense claim.
5. To submit a new expense claim, submit the following:
   
   • Date of purchase
   • Expense category
   • Supplier
   • Additional purchase details
   • Amount paid
   • Includes tax
   • Add file (e.g. tax invoices or receipts. Please note that only JPG, PNG and PDF file types are accepted.)
6. Once you have added the details of your claim, tap Submit.
   
   

   Important

   If you are a HR and payroll user, once the expense claim has been approved it will sync to payroll where it will be included in your pay run. The option to manually mark an expense as paid is still available.