Profile Change Approval Process Overview
GOAL: To provide a wholistic overview of how to manage Profile Change Approvals within a board to ensure information is updated and audited in an efficient manner.
STATUS OVERVIEW:
Entered - when Employee make any changes and it goes for review and shows under Profile change approval.
Updated - Left any note by Reviewer but not approved/Rejected yet. Its still pending on reviewer profile change approval.
Approved - Reviewer approves the changes and it shows under Profile and Staff Management > employee Information. Record disappears from Profile Change approval.
Rejected - Reviewer rejects any change request by employee and nothing changes on Profile and staff management. Record disappears from Profile Change approval.
STATUS FLOW: Entered > Updated > Approved/Rejected
PROCESS OVERVIEW:
EMPLOYEE: PORTAL > PERSONAL > PROFILE > EDIT
**Enter changes and choose Save**
CURRENT STATUS = ENTERED
NOTE: Entered Changes will appear in red beside the current data.
SUPERVISOR: PORTAL > PERSONAL > PROFILE CHANGE APPROVAL > SEARCH EID
**Search for EID change or select from results populated in the table**
Action Icon > Review > Choose Highlighted TAB
**Choose the Tab with Asterisk to review Pending Changes**
NOTE: Supervisors can make use of the ‘Select/Unselect ALL Changes to Approve or Reject’ as a method of quickly Approving or Rejecting all of the changes entered.
**Select ALL and choose Approve/Deny to bulk update the changes**
ALTERNATIVELY: Individually select changes to Approve or Deny on certain Profile Changes.
**Users can choose specific updates to Approve only**
**Green successful banner will appear in the top right to confirm your saved changed were committed successfully**