Print Topic

 

In this Topic Hide

 

Approving / Rejecting a Request as an Approver

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:

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.

Related Topics

Request Attachments Grid

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 to change the document name. Click here to display the Editing an Attachment procedure for more information.

Delete

Click the Delete button to delete the attachment from the grid. Click here to display the Removing an Attachment procedure for more information.

Top of Page

Approval Process Grid

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:

  • Approved-Finalized/Proxy will display if the Leave Request by Proxy approval option is set to Bypass approval hierarchy.

  • Approved-Proxy will display if the Leave Request by Proxy approval option is Resume approval hierarchy at user proxy or Resume at lowest hierarchy level. When the proxy leave request is approved by the final approver, the status will change to Approved-Finalized/Proxy.

Comments

This column displays comments entered by each approver.

Top of Page

Approving a Request

Follow these steps to approve a request.

  1. Click the Approval Queue link in the Navigation Menu. The Approval Queue displays the Pending My Approval grid.

  2. Optionally, use the Filter button to search for the requests to be reviewed.

  3. Click the Request Date link that corresponds to the request to be reviewed. The [Request Type] Request - Summary page appears.

  4. 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.

  1. If applicable, in the Request Attachments grid:

  1. Optionally, in the Comment box, type a comment about this request. You can enter a maximum of 2,000 alphanumeric characters.

  2. 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.

Top of Page

Rejecting a Request

Follow these steps to reject a request.

  1. Click the Approval Queue link in the Navigation Menu. The Approval Queue displays the Pending My Approval grid.

  2. Optionally, use the Filter button to search for the requests to be reviewed.

  3. Click the Request Date link that corresponds to the request to be reviewed. The [Request Type] Request - Add page appears.

  4. 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.

  1. Optionally, in the Comment box, type a comment explaining why this request was rejected. You can enter a maximum of 2,000 alphanumeric characters.

  2. 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.

Top of Page