The Employee File Approvals Management feature allows you to review your organisations employee file 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. You will need to have set up your organisations employee file approvals first before you can use this feature. To read further information on this process, refer to the following article.
Important
You will need to have enabled the open beta feature, Approvals, before you can use the new features outlined in this article. You can enable this beta feature via the Beta Flask drop-down and selecting Opt-in, though remember this is still an in development feature and subject to change. To read more on how to enable this in-progress beta feature, refer to the following article.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Daily activities
- Click the People menu.
- Click the Employee File Approvals submenu.
- Click the View Request button.
- Click the Approve button.
- Enter a comment and click the Approve button.
- Click the People menu.
- Click the Employee File Approvals submenu.
- Click the Actions button.
- Click the Cancel button.
- Click the People menu.
- Click the Employee File Approvals submenu.
- Click the View Request button.
- Click the Decline button.
- Enter a comment and click the Decline button.
- Click the People menu.
- Click the Employee File Approvals submenu.
- Click the Actions button.
- Click the View 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 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 organisations new employee requests - HR Web Platform This feature allows you to review any new employee requests, and approve or decline the submissions.
- Set up your organisations 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.