Profile Change Approval Process Overview

Profile Change Approval Process Overview

GOAL: To provide a wholistic overview of how to manage Profile Change Approvals within a board to ensure information is updated and audited in an efficient manner. 

STATUS OVERVIEW:

Entered - when Employee make any changes and it goes for review and shows under Profile change approval.
Updated - Left any note by Reviewer but not approved/Rejected yet. Its still pending on reviewer profile change approval.
Approved - Reviewer approves the changes and it shows under Profile and Staff Management > employee Information. Record disappears from Profile Change approval.
Rejected - Reviewer rejects any change request by employee and nothing changes on Profile and staff management. Record disappears from Profile Change approval. 

STATUS FLOW: Entered > Updated > Approved/Rejected

PROCESS OVERVIEW:

EMPLOYEE: PORTAL > PERSONAL > PROFILE > EDIT

**Enter changes and choose Save**

CURRENT STATUS = ENTERED

NOTE: Entered Changes will appear in red beside the current data. 

SUPERVISOR: PORTAL > PERSONAL > PROFILE CHANGE APPROVAL > SEARCH EID

**Search for EID change or select from results populated in the table**

Action Icon > Review > Choose Highlighted TAB

**Choose the Tab with Asterisk to review Pending Changes** 

NOTE: Supervisors can make use of the ‘Select/Unselect ALL Changes to Approve or Reject’ as a method of quickly Approving or Rejecting all of the changes entered. 

**Select ALL and choose Approve/Deny to bulk update the changes**

ALTERNATIVELY: Individually select changes to Approve or Deny on certain Profile Changes. 

**Users can choose specific updates to Approve only**

**Green successful banner will appear in the top right to confirm your saved changed were committed successfully**