HR Automation: HR Queue
Learn how to use the HR Queue to review, approve, and manage HR packs sent to your employees, all in one place.
The HR Queue is where all HR requests for your business are collected in one place. From here, you can view, approve, and re-request information on HR packs, and set up saved views to help you find requests faster.
This page will help you understand what the HR Queue does and where to find each type of guide.
Who can use the HR Queue
The HR Queue is used by the HR Management team. Depending on how your site is set up, you may be able to see all tabs (Queue, Packs, Forms, and Document Store), or you may only see the Queue and Packs tabs with limited access to edit packs, forms, or documents. If you're unsure what you should be able to see or do, check with your system administrator.
A few terms explained:
- Pack – combined set of HR forms or documents sent to an employee to complete
- Queue – the list of all HR requests waiting for action
- Saved View – a custom filter you create so you can quickly find specific types of requests again
What you can do in the Queue
The Queue shows you every pack that has been sent out, along with its current status, for example, whether it's still outstanding with the employee or has already been actioned. From here, you can approve a completed pack, or re-request information if something needs to be corrected or is missing.
What happens after you approve or re-request a pack
Once you approve a pack, it's marked as complete and moves out of the outstanding list. If you re-request information, the employee will usually receive a notification asking them to update or resubmit it. For more detail on this, see our HR Notifications article.
Guides linked for quick access
Using a mobile device?
Some steps may look slightly different in the app. If you're completing a pack on a desktop computer, see our separate guide: How to complete a Pack on the Desktop.