Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Admin
The Employee Requisition Set Up 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. You can also use this feature to edit the process if it changes and remove an entry you no longer need.
Important
Currently, for an employee to submit an Onboarding Approval request, you must enable specific permissions in the Custom Security Settings.
Navigate to Settings > Custom Security Settings > Other Permissions > Onboarding (onboarding employees) > then tick Use.
However, this allows employees to add users without following the Onboarding Approval process. We are aware of this issue and have informed our Product Team, who are working on updating this flow. For now, enabling these settings is the only workaround available.
Getting started
- Click the Settings menu.
- Click the Employee Requisitions submenu.
- Click the Add Approval Process button.
- Complete the following fields:
- Approval process name.
- Assign to team.
- Requisition approvers.
- Onboarding approvers.
- Click the Save button.
Editing data
- Click the Settings menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the Edit button.
- Make the requested changes and click the Save button.
- Click the Continue button.
Removing data
- Click the Settings menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Continue button.
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
- 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 employee file approvals process | HR Web PlatformThis feature allows you to set up your organisations employee file approval process and specify who can approve an employee file change on your HR Platform.
Comments
Article is closed for comments.