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Configuring your organisation's employee file approvals process

Available for the following HR classic plans: Premium, Platinum
Available for the following User Access level: Admin    

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
  1. Click the   Settings menu.
  2. Click the Employee File Approvals submenu.
  3. Click the Add Approval Process button.
    File_1.jpg
  4. Complete the following fields:
    • Approval process name.
    • Change Details:
      • Employment details.
      • Benefits, employment history and pay details.
    • Assign to team.
    • Approvers.
  5. Click the Save button. 
    File_2.jpg

Editing data

Edit employee file approval process
  1. Click the   Settings menu.
  2. Click the Onboarding Approvals submenu.
  3. Click the Actions   button.
  4. Click the   Edit button.
    File_3.jpg
  5. Make the required changes and click the Save button.
  6. Click the Continue button.
    File_4.jpg

Removing data

Delete employee file approval process
  1. Click the   Settings menu.
  2. Click the Onboarding Approvals submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    File_5.jpg
  5. Click the Continue button.
    File_6.jpg

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.

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