⚠️ Available in Professional package. Interested? Please e-mail us at sales@peopleforce.io to find out more.
If you've been assigned as an approver for a self-service request, the system will inform you about requests requiring your approval through notifications in the system, email, and in the To-dos widget, ensuring you won't miss any requests.
Managing your requests and approvals
Follow these steps to efficiently manage the approval process:
1. From the left menu, go to "Me > Forms > Require my approval," where you'll find a list of change requests awaiting your decision.
2. Choose the specific request you wish to approve or reject.
3. Click on "Reject" or "Approve," based on your assessment of the request.
4. If there's a workflow integrated into the form, it will activate upon the final approval.
5. The requester will receive a notification, both via email and within the system, informing them of the approval or rejection of their change request.
⚠️ Please be aware that administrators have the capability to override other individuals in the approval process.
Notification process
Requesters will receive notifications in the system or via email about the approval or rejection of their requests. Click on the notification to delve into details, including who approved or rejected the request.
FAQs
What happens if a form doesn't have approvers?
What happens if a form doesn't have approvers?
Changes and associated workflows will be immediately triggered if no approvals are required.
What happens if a form has approvers?
What happens if a form has approvers?
A notification is sent to the first or only approver regarding the change(s).
Approvers will be requested to approve or reject the change(s).
Once all approvals are made, the change(s) will apply, triggering the workflow if enabled.
If any approver rejects the change request, subsequent approvers won't be notified, and the change won't be made.
The requester will be notified of the rejection.
What happens when a change request is rejected?
What happens when a change request is rejected?
If any approver rejects the change request, subsequent approvers won't be notified, and the change won't be made. The change initiator will be notified that the request was denied.
When will the workflow be triggered?
When will the workflow be triggered?
If a workflow is enabled, it triggers upon the final approval.
What will the process of approval look like?
What will the process of approval look like?
Approvers receive approval requests in the configured order. Each approver in the sequence must confirm the change for it to take effect. If no specific approvers are designated, changes will automatically update without individual confirmations.
What actions can administrators take regarding the approval process?
What actions can administrators take regarding the approval process?
Admins can approve (if it's their turn), reject, force approve (override all approvers), or nudge the next approver in line.
How will I be notified about change requests that require my approval?
How will I be notified about change requests that require my approval?
If you've been assigned as an approver for a change request, the system will inform you about requests requiring your approval through notifications in the system and email, in the To-dos widget, ensuring you won't miss any requests.
How will I be notified about change requests that require my approval? If you've been assigned as an approver for a change request, the system will inform you about requests requiring your approval through notifications and in the To-dos widget in your email, ensuring you won't miss any requests.