Available for the following plans: Lite, Plus, Unlimited, HR Essentials, HR Engage, HR Elite, Unlimited HR+Payroll
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access level: Admin
Once we have all the necessary information and we have confirmed that it is compliant with local regulations, we will issue a HeroForce proposal for you to review and sign. The proposal outlines the costs, entitlements, and contractual information regarding the HeroForce service.
Daily activity
Approve a proposal
- Click the People menu.
- Click the HeroForce submenu.
- Click the button.
-
Click the View button.
Helpful Hint
You can also click the employee's name to access the Employee Details page.
- Click the Communication tab.
- Read through the proposal details
- To sign the proposal:
- Click the checkbox beside the disclaimer.
- Fill in your name and job title.
- Sign or upload your signature.
- Once you have filled in the required fields, click the Sign and Accept button.
Reassign a proposal
- Click the People menu.
- Click the HeroForce submenu.
- Click the button.
-
Click the View button.
Helpful Hint
You can also click the employee's name to access the Employee Details page.
- Click the Proposal tab.
- Click the Re-assign button.
- Select the individual who needs assigning to the proposal.
- Add in any comments you wish to send to the new approver.
- Click the Assign button.