Who is an HR user in Yokoy?
Only users that have been given the HR role have access to this menu.
Finance, HR and Admin roles can be given by admin users under Finance/HR roles in the Admin menu. With the HR role, you can add, manage, and, if necessary, deactivate employees in Yokoy.
Depending on your company’s configuration, the information required when setting up employee’s accounts, such as policies and approval flows, may vary:
If your company follows a line manager approval flow, you need to determine the manager for each employee in Yokoy.
In the case of a cost object approval flow, you can determine the default cost object for users, but this isn’t required, as it will be configured automatically after the first expense report submission.
How does the HR menu work?
The HR menu has one section, User Management. In this section, you can add and manage your company's Yokoy users.
Find out more about the tasks you can perform as a HR user: