Approve or reject employee information changes

Approve or reject employee information changes

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.

Find an information change request

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

  1. Click the Information Change Request task to open it.
  2. Review the Current and Requested fields to see what the employee changed.
  3. 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

  1. Click the Information Change Request task to open it.
  2. Click Reject.
  3. 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.