New Employee Approvers

Modified on Wed, 8 Jan at 12:44 PM

My Team > Tools > Team Approvals


Set up your Team Approvals to add a new employee to your account.


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Adding New Employee Approvers


Useful to have if you want to evaluate freshly added employees' data before they become active users in 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, the assigned approver must complete the following steps to successfully add the new employee to the system. 


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



Only those who have been assigned as Team Approvers have access to the list of new workers.


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



Check all details as they will appear on the employee profile if accepted.


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


Prior to rejecting, you can write a comment to tell the requestor of the reason for 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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