New Employee Approvers

Created by Lois Borromeo, Modified on Fri, 30 Jun, 2023 at 7:45 PM by Nica Naraja

My Team >Tools >Team Approvals

Set up your Team Approvals specifically for adding a new employee to your account.


Adding New Employee Approvers

Useful to add if you wish to review first the data of newly added employee before it reflects as an Active user on your company.

Step 1: Click New Employee Approver - press Edit to add or revise the current approver list

Step 2: Add Approver - select who should be the Primary Approver, Secondary & Tertiary

Secondary and Tertiary approvers are optional. Read Approval Matrix to learn the functions of the level of approvers.

Step 3: Update Team Approvals - and you're done!

If you wish to remove this setup, you may just go back to Step 1 and remove all approvers.

How to Approve a Profile Request

If team approval is enabled, assigned approver needs to follow below steps to successfully add the new employee in the system.

Step 1: Go to My Team >New Employee Approvals - review the list of new employees

Only assigned Team Approvers can access the list of new employees.

Step 2: Click on a specific employee - to see full details and check the plotted information

Make sure to review all details as this will reflect on the employee profile once approved.

Step 3: Approve/Reject - determine if the profile shall be added to your organization or not

Option to add a comment prior rejecting is available to inform the requestor of the reason of your action.

And you're done!

Now, go to Invites page to send an activation link to new employees for them to join the system! 

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