Set up your organisations employee file approvals process via the HR platform

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.

Important

Please be aware we developed this feature in 2018 and has received minimal updates in the preceding years. So you may run into unexpected issues with the product.

Availability

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

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

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.
Requesters 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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