How do I view all my outstanding approval tasks via the HR platform

Question

How do I view all my outstanding approval tasks?

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Answer

The Action Items widget summarises all the requests from your employees that you need to review or approve. The widget also gives you a direct pathway to each feature, i.e. you can see you have five leave requests and go straight to the leave approvals page, all from the one centralised dashboard.

View my outstanding action items
  1. Click the  Home menu.
  2. In the Action items widget you will see all your outstanding tasks.
    screenshot of the action items widget on the dashboard
  3. Click the   button to go to the respective approval page.
    screenshot of the action items widget on the dashboard, highlighting the arrow button for one category

Further information

What tasks can I expect to see under Action items?
Managers and admins can expect to see the following under Action items:
  • Recognition
  • Leave requests
  • Timesheet requests
  • Expenses
  • Safety incidents
  • Performance reviews
  • Certifications

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