How Do I Approve Employee Documents?
The system allows employees to upload their assigned documents which can be required for compliance, and can be approved and rejected by administrators. Documents can be approved from the People module general page and the People Matrix System.
To Approve Employee Documents from the general page:
- On the left column, go to ‘People’.
- Click on the relevant employee.
- Scroll down to the ‘Uploaded Documents & Certificates’ section.
- Click on the document you want to approve or reject.
- At the bottom of the document, click ‘Approve’ or ‘Reject’.
- A pop-up will show where you have the option to add comments.
- Click ‘Save & Submit’.
To Approve Employee Documents from the People Matrix System:
- On the left column, go to ‘People’.
- Click the ‘Matrix’ tab at the top of the page.
- Click on the relevant document.
- Click the ‘X’ icon to reject the document or the ‘Tick’ icon to approve the document.
- A pop-up will show where you have the option to add comments.
- Click ‘Save & Submit’.