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Review and approve a Global Teams proposal

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
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 Global Teams proposal for you to review and sign. The proposal outlines the costs, entitlements, and contractual information regarding the Global Teams service.

Daily activity

Approve a proposal
  1. Click the  People menu.
  2. Click the Global Teams submenu.
  3. Click the   button.
  4. Click the   View button.

    Helpful Hint

    You can also click the employee's name to access the Employee Details page.

    Screenshot_2023-01-12_155445.jpg
  5. Click the Communication tab.
  6. Read through the proposal details
  7. To sign the proposal:
    • Click the checkbox beside the disclaimer.
    • Fill in your name and job title.
    • Sign or upload your signature.
  8. Once you have filled in the required fields, click the Sign and Accept button.
    Screenshot_2023-01-10_141914.jpg
Reassign a proposal
  1. Click the  People menu.
  2. Click the Global Teams submenu.
  3. Click the   button.
  4. Click the   View button.

    Helpful Hint

    You can also click the employee's name to access the Employee Details page.

    Screenshot_2023-01-12_155445.jpg
  5. Click the Proposal tab.
  6. Click the Re-assign button.
  7. Select the individual who needs assigning to the proposal.
  8. Add in any comments you wish to send to the new approver.
  9. Click the Assign button.
    Screenshot_2023-01-10_142924__1_.jpg

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