Before a pack reaches this stage, it needs to be created and sent to the employee. You can also preview a pack before sending it, to check it asks for the right information. Once the employee has completed it, it moves to Approval Required in the HR Queue. This article covers how to review it from there, and either approve it or send parts of it back for the employee to correct.
Open a pack for review
- Open the HR Queue. See How to Use the HR Queue in HR Automation.
- Find the pack you want to review. Its status will show as Approval Required.
- Select the eye icon to open it.
Since the pack is Approval Required, you'll see the options to approve it or re-request information.
🔐 Can't see the approve option when you click the eye? If the pack is in approval required status and you do not see if this option to submit review, you do not have the permission to do so. Please contact your senior team if you need this permission added.
Review the answers
Opening the pack shows the questions the employee answered, so you can check you have everything you need for their profile.
Each answer has a green tick beside it, showing it's accepted as it stands.
If the questions themselves need changing for future packs, for example the wrong question was included, that's done separately from reviewing an individual employee's answers. See How to edit a pack in HR Automation.
Approve a profile change
If a team member updates their personal details, bank details or profile picture, it appears in the HR Queue as a Profile Change for you to review.
- In the HR Queue, filter by Request Type > Profile Change to find it quickly.
- Select the eye icon to open the update.
- If you're happy with it, click review to approve it
See Staff Profile: Personal Details and Staff Profile: Emergency Contacts for what team members can update themselves.
Re-request information
If something's missing or incorrect, you can send it back to the employee rather than approving it as is.
- Select the green tick beside the answer to unselect it.
- A note appears above Submit Review, telling you this information will be re-requested.
- Repeat for any other answers that need correcting.
What the employee sees: a new notification asking them to submit just the piece of information you've re-requested. They won't need to go through the whole pack again.
Submit your review
Once you're happy, select Submit Review.
- If every answer was accepted, the pack's status changes to Approved.
- If you re-requested any information, the pack's status changes to Awaiting Response, and the employee can update and resubmit it.
Once a pack is approved, any personal details it contains update on the employee's profile. See Staff Profile: Personal Details for what this covers.