The problem it solves: Checking on employee requests used to mean switching between four separate modules – Leave in one place, Benefits & Expenses in another, Timesheet somewhere else, Documents in a fourth. Each with its own filters, its own layout, and its own export flow. For payroll admins and managers who handle requests across all four every day, that meant repeat logins, repeat filters, and a lot of tab-switching just to answer one basic question – “What’s still pending?”
What we built: A new Workflow Requests screen inside the Payroll Admin Console that brings Leave, Benefits & Expenses, Timesheet, and Document requests into a single unified view. Filter by status, filter by type, search by employee, and export any view to Excel – all from one place, all with a consistent layout.
What this means for your team
Check request status from one screen
across all four categories – no more module-switching
Answer leadership and audit queries in seconds
one view shows who’s approved, who’s pending, who’s outstanding
Export any filtered view to Excel in one click
useful for monthly reviews, compliance reporting, or period-end audits
Consistent filtering and search across all four request types
less time spent learning module-specific quirks
How it works
The new Workflow Requests item lives in the PAC sidebar, near the bottom of the menu next to Documents and Settings. It opens on the Leave tab by default, showing the current month.
Four tabs, one consistent layout:
| Tab | Shows | Statuses |
|---|---|---|
| Leave | Vacation, Sick, and other leave requests | All · Draft · Submitted · Approved · Rejected |
| Benefits & Expenses | Loan/Advance and other benefit or expense requests | All · Draft · Submitted · Approved · Rejected |
| Timesheet | Submitted timesheets and approval status | All · Open · Submitted · Approved · Rejected |
| Documents | Documents routed for signature or acknowledgement | All · In Progress · Completed · Rejected |
Each tab remembers its own filters and period independently.
What you can do on each tab
| Capability | Detail |
|---|---|
| Period selection | Every tab has a period selector at the top, defaulting to the current month. Use the arrows to move to previous or next months. |
| Status filtering | A row of status buttons appears on each tab, with “All” selected by default. Click any status to narrow the view instantly. |
| Advanced filters | Click the filter icon for options tailored to each tab – Leave: multi-select Type filter with search and “Select all”. Benefits & Expenses: filter by status and type. Timesheet: filter by Project. Documents: filter by Initiator. |
| Search | Search by Employee ID, Employee Name, or the tab’s own type field. Results update automatically as you type. Search is scoped to the active tab. |
| Excel export | Every tab exports to XLSX in one click. The export includes a header noting the period, who generated it, and any filters that were applied. |
What each tab shows in the list view
| Tab | Columns |
|---|---|
| Leave | ID & Employee · Type & Code · Submission Date · Start & End Date (with days) · Approval · Notes · Status |
| Benefits & Expenses | ID & Employee · Type & Code · Submission Date · Approval · Requested Amount · Approved Amount · Currency · Notes · Status |
| Timesheet | ID & Employee · Type & Code · Period · Submission Date · Total Hours · Projects · Approval · Status |
| Documents | ID & Employee · Type & Code · Document Name · Submission Date · Initiator · Approval · Signed · Reject Reason · Status |
Important to know
Works well with: Embedded Employee Change History – together, these give you a complete oversight layer across employee data, actions, and requests.
Access and role permissions
| Role | Tabs Access | Export | Scope |
|---|---|---|---|
| Requests Admin | All four tabs | Enabled | Assigned legal entity/country |
| Manager | All four tabs | Enabled | Assigned legal entity/country |
| Viewer | All four tabs | Not available | Assigned legal entity/country |
Users without one of these three roles will not see the menu item at all.
Common questions
Can I approve or reject a request from Workflow Requests? No – this screen is view-only. Use each module’s own approval flow to take action.
Why is the Approval column sometimes blank on the Leave tab? If a Leave request was approved directly by an Admin rather than through a manager’s approval step, there’s no manager to show in the Approval column. This is expected behaviour.
Why does my period reset when I switch tabs? Each tab keeps its own period independently. Switching tabs always opens on the current month for that tab.
Why is the Export button greyed out? The export button is only active when there’s at least one matching row. Empty periods or filter combinations with no results will disable the export icon.