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
- Click the Settings menu.
- Click the Employee File Approvals submenu.
- 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.
- Click the Onboarding Approvals submenu.
- 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.
- Click the Onboarding Approvals submenu.
- 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. |
| 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. |
Explore related content
- Managing your organisation's new employee requests | HR Web PlatformThis feature allows you to review any new employee requests, and approve or decline the submissions.
- Set up your organisation's new employee request process | HR Web PlatformThis feature allows you to set up your organisation's new employee request approval process and specify who can approve a new employee request on your HR platform.
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