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HR Operationsintermediate

How to Process HR Approvals

HR Approvals3 steps
  1. 1

    Open HR Approvals

    Go to HR → Approvals (/hr/approvals).

    Tips
    • Pending items needing your action are listed here
  2. 2

    Review a request

    Open a pending item (e.g., onboarding, document or record approval) and check the details.

    What to enter

    FieldTypeDescriptionExample
    EmployeedisplayWho the request is for
    Request TypedisplayWhat is being approved
  3. 3

    Approve or reject

    Make a decision and add a comment where required.

    Watch out for
    • Approvals may advance an employee's onboarding stage

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