Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following User Access level: Admin
Important
The new Employee File Change Approval Workflow has replaced this legacy version of Employee File Approval Processes found under settings. To learn how to create a Employee File Change Approval Workflow, see this article.The Employee File Approvals Set Up feature lets you configure your organisation's process for approving changes to employee files on your HR platform. It allows you to designate approvers, edit the approval process as needed, and remove outdated entries. Before using these features, you must enable the open beta feature, Approvals, through the Beta Flask drop-down by selecting Opt-in. Keep in mind, this feature is still under development and may change. For more information on enabling this beta feature, please refer to the linked article.
Getting started
Add an employee file approval process
- Click the Settings menu.
- Click the Employee File Approvals submenu.
- Click the Add Approval Process button.
- Complete the following fields:
- Approval process name.
- Change Details:
- Employment details.
- Benefits, employment history and pay details.
- Assign to team.
- Approvers.
- Click the Save button.
Editing data
Edit employee file approval process
- Click the Settings menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click the Continue button.
Removing data
Delete employee file approval process
- Click the Settings menu.
- Click the Onboarding Approvals submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Continue 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
- Managing your organisation's new employee requests This feature allows you to review any new employee requests, and approve or decline the submissions.
- Set up your organisation's new employee request processThis feature allows you to set up your organisation's new employee request approval process.