When an employee updates a personal information field that you've configured as Edit - needs approval, you'll get an email notification and a task in Rise People Directory. The change won't take effect until it's approved. Once approved, it automatically syncs to Payroll.
You can access information change requests in two ways:
- From the email notification: Click View Task to go directly to the request.
[Screenshot: Email notification with View Task button highlighted]
- From Rise People Directory: Click Tasks in the main navigation, then filter by To Do under the My Tasks tab.
[Screenshot: Tasks page with My Tasks tab and To Do filter highlighted]
Tasks that need approval are labelled Approvals in the Category column.
[Screenshot: Task list showing an Information Change Request under the Approvals category]
Approve a change
- Click the Information Change Request task to open it.
- Review the Current and Requested fields to see what the employee changed.
- Click Approve.
[Screenshot: Information Change Request detail showing Current and Requested fields with the Approve button]
The task is removed from your list. When the employee receives the approval notification depends on the reviewer setting:
- All reviewers required: The employee is notified after every reviewer approves.
- Any reviewer required: The employee is notified immediately, and the task is removed from all reviewers' lists.
Reject a change
- Click the Information Change Request task to open it.
- Click Reject.
- Confirm your decision by clicking Reject again.
[Screenshot: Reject confirmation dialog]
The task is removed from your list. Regardless of the reviewer setting (All or Any), a single rejection removes the task from all reviewers' lists and immediately notifies the employee.
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