Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin
Managing your organisation's onboarding files streamlines your hiring process by allowing you to efficiently process new employee requests. This ensures the information about all new hires is properly processed based on your company requirements and preferences.
Through the Onboarding File Approvals feature, you can view the details of an onboarding request, approve or decline it, or cancel the submission if it is no longer needed.
Important
Before you can use this feature, ensure the following:
- Your new employee requisition is set up, as explained in this article.
- You have set up your new employee request approvals. See this article.
- You have enabled the open beta feature 'Approvals', as otherwise you will not be able to use the new features outlined in this guide. This article explains how to do so.
Manage data
Approve an onboarding request
- Click the People menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the View button.
- Click the Approve button.
Cancel an onboarding request
- Click the People menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the Cancel button.
- Enter in the name shown on your screen and then click the Submit button.
Decline an onboarding request
- Click the People menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the View button.
- Click the Decline button.
- Enter a comment and click the Save button.
View an onboarding request
- Click the People menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the View button.
Deleting data
Delete an onboarding request
- Click the People menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the Delete 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
- Manage your organisation's employee file approvals | HR Web Platform This feature allows you to review your organisation's employee file change requests, compare the two versions, and approve or decline the submissions.
- Set up your organisation's employee file approvals process | HR Web Platform This 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.