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  H istorical  A pprovals  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.