Available for the following plans: Plus, Unlimited HR, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
Available for the following User Access level: Admin

Important

The new Employee File Change Approval Workflow has replaced this legacy version of Employee File Approval Processes found under settings. To learn how to create a Employee File Change Approval Workflow, see this article.

The Employee File Approvals Set Up feature allows you to set up your organisation's employee file approval process and specify who can approve an employee file change on your HR platform. You can also use this feature to edit the process if it changes and remove an entry you no longer need.

Getting started

Add an employee file approval process

Click the Settings menu.
In the People section, click Employee File Approvals.
Click the Add Approval Process button.
Complete the following fields:
- Approval process name.
- Change Details:
  - Employment details.
  - Benefits, employment history and pay details.
- Assign to team.
- Approvers.
Click the Save button.

Editing data

Edit employee file approval process

Click the Settings menu.
In the People section, click Employee File Approvals.
Click the Actions button.
Click the Edit button.
Make the required changes and click the Save button.
Click the Continue button.

Removing data

Delete employee file approval process

Click the Settings menu.
In the People section, click Employee File Approvals.
Click the Actions button.
Click the Delete button.
Click the Continue button.

Definitions

Definitions

Owner	Owner of the business, and they have the same access as admin.
Admin	Administrator access to the whole platform and no restrictions.
Requester's Manager	The primary manager of the employee requesting the employee requisition.
Head of Employee's Team	You can assign a team leader from within the Teams Settings feature. If you do not assign a leader, we will automatically approve the request.
Head of a Specific Team	You can assign a team leader from within the Teams Settings feature. If you do not assign a leader, we will automatically approve the request.
Specific Person	Specific person you would like to select from the employee list to approve the request.

Explore related content

Manage your organisation's new employee requests This feature allows you to review any new employee requests, and approve or decline the submissions.
Set up your organisation's new employee request process This feature allows you to set up your organisation's new employee request approval process.