Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR classic plans: Premium, Platinum
Available for the following user access levels: Admin

The Employee File Approvals Management feature allows you to review your organisation's employee file change requests, compare the two versions, and approve or decline the submissions. You can also use this feature to view the details of the request and cancel a submission if it is no longer needed.

Important

Before using this feature, please ensure that:

Your organisation's employee file approvals process is set up. This will need to be done before you can use this feature. To read further information on this process, refer to this article.
The beta feature 'Approvals' is enabled, which you can learn to do by referring to this article. This will need to be done before you can use the new features outlined in this article. Please note that this beta feature is still under development and subject to change.

Manage data

Approve a submission

Click the People menu.
Click the Employee File Approvals submenu.
Click the View Request button.
Click the Approve button.
Enter a comment and click the Approve button.

Cancel a submission

Click the People menu.
Click the Employee File Approvals submenu.
Click the Actions button.
Click the Cancel button.

Decline a submission

Click the People menu.
Click the Employee File Approvals submenu.
Click the View Request button.
Click the Decline button.
Enter a comment and click the Decline button.

View a submission

Click the People menu.
Click the Employee File Approvals submenu.
Click the Actions button.
Click the View 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.
Requesters Manager	The primary manager of the employee requesting the employee's 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 employee file approvals process This 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.