How to view my employee estimates status?

Updated on November 21, 2020 08:32PM by Admin

The Estimates app in Apptivo allows you to create and manage the estimates that are created by your employees based on their status.

Note: Employee Estimate submission will work based on the customized approval workflow. Click here to know how to create the approval workflow for estimates.

Steps to view employee estimates

  • Login and access the Estimates app from the universal menu.
  • You can view the My Employee's Estimates drop-down on the left navigation panel.
Estimates

  • Expand My Employee’s Estimates drop-down, you can view the following:
    • Pending My Approval - The employee estimates that are pending for your approval
    • Pending Others Approval - Raised by the employees and pending for approval with others
    • Approved - Approved employee estimates
    • Rejected - Rejected employee estimates
  • By clicking on the Pending My Approval, you can see the employee estimates that are pending for your approval.
Pending my approval

  • Click on the More Details to view the estimates overview.
More Details

  • You can view the Approve and Reject action button on the Overview page of estimates.
Overview

  • Once the Estimates are approved, it will be moved to the Approved estimate.
Approved

  • You can view the approved employee estimates on the Approved status.
Employee estimates

  • Similarly, you can view all the rejected employee estimates on the Rejected status.

Rejected