As an Admin, you can set up an approval process for changes made by your non-admin colleagues to their profile attributes. This will allow you to oversee any critical updates made to the information of your organization's employees.
Setting up the approval
Non-admins proposing a change
FAQ
Setting up the approval
To set up an approval flow, navigate to 'Settings' > 'Automations' > 'Approvals' > 'Changes to Employee information'. Here, click on '+ New approval flow'. In the pop-up window, you can select the new approval flow's:
- Name
- Process (in this scenario, choose 'Changes to Employee information')
- Sections (this will define which sections within employee profiles will require approval)
- Relevant employees (choose for which employees this approval flow will be applied)
- You can additionally enable the setting 'Enable implicit approval'. If enabled, any steps in the approval flow that can be approved by the person requesting the approval, will be automatically approved. You can also enable the setting 'Applies to admins.' If enabled, the approval flow will be applied to module and platform admins as well - they will need approval for their own actions.
- Lastly, define the approval steps. The approver's can be: specific person(s), manager, manager's manager, HRBP, team member or admin).
Please note: If an approval flow is created - Super-Admins will also be involved in it. However, if there are no relevant approvers (for example, the admin themselves is the only approver), the change is auto-approved in that case. You can also enable the approval flow to applied to admins as well.
Non-admins proposing a change
When your non-admin colleagues want to propose a change within the restricted employee attributes, they will need to navigate to their profiles from the menu bar on the left-hand side and click on 'Edit' in the 'Info' tab. After they complete their changes, they will see a button 'Propose changes' at the bottom. Clicking that will send the proposed change through the configured approval flow steps and relevant employees will see these proposed changes in their Home Dashboards > 'Your checklist' > 'Approvals'.
FAQ
1) What happens when the entire 'Section' from the employee's profile is deleted while there’s an approval configured?
The approval configuration gets deleted.
2) What happens when an 'Attribute' is deleted while there’s an active approval?
The approval is deleted.