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These procedures apply to all request types except time entry and leave requests. Click these links for more information about approving time entry and leave requests.
Use the Approval Queue with the Pending My Approval grid displayed to select the employee requests waiting for your approval. The [Request Type] Request - Details page displays with four areas:
The Employee Information area displays the employee's name, approval group, work location, office phone number, and work e-mail address.
The Request Information area displays the request details submitted by the employee. For a demographic request, the changes to the employee's demographic information display in Red. For an emergency contact change request, the Comments field will display only if employees are granted permission to modify emergency contact comments in Alio.
The Request Attachments grid that lists documents attached to the request by the employee or another approver. You can review these attached documents and, if applicable, edit the document name or remove it from the request. You can also add additional attachments.
Approval Process grid, which lists the current status of this request in the approval hierarchy.
Click here to see an example of the Benefit Request page. The other Request Type Request pages have a similar look.
When the request is approved, it moves to the next step in the approval hierarchy. If requested by the employee, an e-mail notification is automatically sent notifying the employee of the status of their request.
The following columns display in the Request Attachments grid.
Column |
Definition |
Document Name |
This column displays the name of each document attached to the request. Click the Document Name link to view the document or download the document to your computer. |
File Name |
This column displays document's file name. |
Comments |
This column displays comments entered about this attachment. |
Edit |
Click the Edit button
|
Delete |
Click the Delete
button |
The following columns display in the Approval Process grid.
Field |
Definition |
Date Processed |
This column displays the date that each reviewer approved the employee's request. This column is blank if the request status is Pending. |
Approver |
This column displays the name of each person that reviewed the request. The current approver displays at the top of the list. |
Status |
This column displays the outcome of the review. The status displayed for a proxy leave request is defined by the Leave Request by Proxy approval option:
|
Comments |
This column displays comments entered by each approver. |
Follow these steps to approve a request.
Click the Approval Queue link in the Navigation Menu. The Approval Queue displays the Pending My Approval grid.
Optionally,
use the Filter button to search for the requests to be reviewed.
Click the Request Date link that corresponds to the request to be reviewed. The [Request Type] Request - Summary page appears.
Review the employee's request including any attached documents.
For a demographic request, the changes are identified by Red text. For an emergency contact change request, the Comments field will display only if employees are granted permission to modify emergency contact comments in Alio. |
If applicable, in the Request Attachments grid:
Attach one or more supporting documents to this request. Refer to the Adding an Attachment procedure for further information.
Change the name of the attached document. Refer to the Editing an Attachment procedure for more information.
Remove an attached document from the request. Refer to the Removing an Attachment procedure for more information.
Optionally, in the Comment box, type a comment about this request. You can enter a maximum of 2,000 alphanumeric characters.
Click
the button to approve
the request. If requested, the employee will receive an e-mail notification
that the request was approved.
The Approval Queue displays with the Pending My Approval grid refreshed. Optionally, you can click the Past Requests link to review the approved request.
Follow these steps to reject a request.
Click the Approval Queue link in the Navigation Menu. The Approval Queue displays the Pending My Approval grid.
Optionally,
use the Filter button to search for the requests to be reviewed.
Click the Request Date link that corresponds to the request to be reviewed. The [Request Type] Request - Add page appears.
Review the employee's request.
For a demographic request, the changes are identified by Red text. For an emergency contact change request, the Comments field will display only if employees are granted permission to modify emergency contact comments in Alio. |
Optionally, in the Comment box, type a comment explaining why this request was rejected. You can enter a maximum of 2,000 alphanumeric characters.
Click
the button to reject
the request. If requested, the employee will receive an e-mail notification
that the request was rejected.
The Approval Queue displays with the Pending My Approval grid refreshed. Optionally, you can click the Past Requests link to review the rejected request.