Approval Queue - How to approve or reject employee information changes

As a reviewer, you’ll receive an email notification and a Task notification in your Rise HR when a member changes any personal information fields which you’ve set as Edit - needs approval. Information changes can only be made in Rise HR and will automatically sync to Payroll.

​

1. To review the information change, click View task in your email.

​

2. You can also log into Rise HR and click Tasks from the sidebar or in-app notification to view the information change request.

3. Under the My Tasks tab, information change requests will be listed at the top. 

How to approve an information change

4. You can easily approve the request by clicking the Approve request option. Once approved, the change will take effect immediately.

​

5. If you want to review the change in greater detail, click the task to open a detailed view. Here you’ll see a list of any other reviewers for this task. Review the Current and Requested fields for insight into the personal information change requested by the employee. Click Approve to accept the change.

6. The task will be removed from your task list as well as the other reviewers’ task lists once approved and the employee will immediately receive a notification that their change was approved.

How to reject information change

7. You can easily approve the request by clicking the Reject option. Once approved, the change will take effect immediately.

​

8. If you want to review the change in greater detail, click the task to open a detailed view. Here you’ll see a list of any other reviewers for this task. Review the Current and Requested fields for insight into the personal information change requested by the employee. Click Reject to deny the change. 

9. The task will be removed from your task list as well as from any other reviewer’s task list once rejected and the employee will immediately receive a notification that their information change request was denied.

• Related Articles

• Frequently Asked Questions (FAQs): Employee Self Service

  Here are some commonly asked questions about Employee Self Service. If you don’t see your question below, please reach out to our support team Q: How do I enable Self-Service in my Rise HR? A: You don't have to do a thing! Our development team will ...

• How to assign reviewers in HR

  1. Log into Rise HR, click on your name, then click Settings from the dropdown. 2. Click on the Reviewers icon to select the roles that can approve or reject personal information changes. 3. You can select any role from Admins, HR Managers, ...

• How to edit personal and work information in HR

  Rise HR platform lets HR Owners edit personal and work information for employees. If you use Rise Payroll, this information is automatically synced to Payroll. Under default settings, Administrators and HR managers have full editing access. To learn ...

• Add and assign an individual task

  1. In People, navigate to Tasks. 2. Click the Add task button on the upper right-hand side to add an individual task. 3. Fill in the following required fields. Task name: Type in a descriptive name for the task Assignee: Use the dropdown to select ...

• Request employee documents

  Uploading documents directly to Rise is a secure way for employees to share important files, avoiding the risks of sending sensitive information via email. There are two primary ways for employees to upload documents in Rise. 1. Request Documents ...