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Manage your organization's employee records approvals

Updated

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin  

The Employee Records Approvals Management feature allows you to review your organization's employee records change requests, compare the two versions, and approve or decline the submissions. You can also use this feature to view the details of the request and cancel a submission if it is no longer needed.

Important

Before using this feature, please ensure that:

  • Your organization's employee records approvals process is set up. This will need to be done before you can use this feature. To read further information on this process, refer to this article.
  • The beta feature 'Approvals' is enabled, which you can learn to do by referring to this article. This will need to be done before you can use the new features outlined in this article. 

Manage data

Approve a submission
  1. Click the People menu.
  2. Click the Employee Records Approvals submenu.
  3. Click the View Requests buttons.
  4. Click the Approve button. 
  5. Enter a comment and click the Approve button.
Cancel a submission
  1. Click the  People menu.
  2. Click the Employee Records Approvals submenu.
  3. Click the Actions button.
  4. Click the Cancel button.
Decline a submission
  1. Click the People menu.
  2. Click the Employee Records Approvals submenu.
  3. Click the View Requests buttons.
  4. Click the Decline button. 
  5. Enter a comment and click the Decline button.
View a submission
  1. Click the People menu.
  2. Click the Employee Records Approvals submenu.
  3. Click the Actions button.
  4. Click the View button.

Definitions

Definitions
Owner The 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 the 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.