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.
