Profile Change Approval Process Overview

Modified on Thu, 25 Apr at 12:15 PM

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

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

 

 

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

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

 

Action Icon > Review > Choose Highlighted TAB

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**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. 

 

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

 

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

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

 

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

 

 

 

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