How to do Approvals

Manager approvals

Some events require manager approval for attendees.

• Upon submitting a request to attend an event, the attendee’s manager will be notified by email.

• Additionally, when navigating to the Dashboard, the manager will see a new request on the HR Processes widget if it has been enabled.
• Click VIEW ALL REQUESTS to proceed.

• Alternatively, the manager can access training requests by clicking the envelope icon to open their System Inbox.
• Click on HR Processes to continue.

• The HR Processes feature of the System Inbox will open.
• In the left-hand menu, click AWAITING YOUR APPROVAL to view open requests.
• Find the employee’s training request, then click APPROVE/DECLINE.

• In the pop-up window, the request details will appear.
  • The event details will display, including the event name and start and end dates.
  • The manager can add notes about the request.

• • The manager can upload files from their device.
  • Using the buttons at the bottom of the pop-up window, the manager can:
    • Click REQUEST MORE INFO to obtain more information about the training request from the employee.
    • Click DECLINE to deny the employee’s training request.
    • Click APPROVE to allow the employee to attend the event.

• The manager can navigate to Historical Approvals using the left-hand menu. Here, details about past requests can be viewed.

 

Administrator approvals

Some events require an event administrator's approval for attendees.

• Hover over the sidebar menu, then click Event Scheduling.

• Navigate to the List View tab.
• Expand the event for which you would like to manage administrator approvals.

• Click on the event’s name to navigate to its configuration settings.

• In the left-hand menu, click Attendees.

• The status of the attendee will show Awaiting Admin approval.
  • Click the tick icon to approve the employee’s request.
  • Click the cross icons to decline this request.

• The attendee’s status will change depending on the icon you click.
• To proceed, click SAVE.

• A pop-up message will ask you to confirm these changes. Click CONTINUE to proceed or click CANCEL to discard your changes.