People and Payroll: How do I approve forms?

Juniper People and Payroll

Overview

This article explains how to review and act on a form submitted by somebody else, in the Approvals area of the Employer Portal.

Review what's waiting on you

  1. Select Approvals in the left-hand menu.
  2. The Outstanding tab will open first. It shows everything waiting on you now.
  3. Select a row to open it and check the details.
  4. Select Approve, Reject, or Send back to hand it back for changes.

Each row shows Form (which form it is), About (who it's for), and the Payroll it relates too. It also shows Waiting on (whose turn it is next) and Sent (when it was submitted). A number badge next to Approvals in the left-hand menu shows how many items are outstanding.

A row marked Fill it in is waiting on missing details rather than a decision. Open it and complete the form instead of approving or rejecting it.

Check past approvals

  1. Select Approvals in the left-hand menu.
  2. Select Actioned to see everything you've already approved or rejected.
  3. Select Failed to see anything that couldn't be processed.
  4. Type into the search bar to find an item by form, employee, or payroll.

How approval chains are set up

Who needs to sign off a given form, and in what order, isn't set here. It's configured for each form in Settings / Forms. Open the form, then build your own approval steps under Who signs it off. See People and Payroll: How do I set who can raise and sign off a form?.

Cover for somebody else

While you're covering an absent colleague's approvals, a banner appears above the Outstanding tab. It reads "You are covering for {name} until {date}". The number badge next to Approvals in the left-hand menu also splits into two counts. One is your own outstanding items, and the other is the work you're covering.

To set your own out-of-office cover, see People and Payroll: How do I find my way around the Employer Portal?

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