Working with Pending Approvals

The Approvals Pending form lists any pending approvals that are assigned or available to you.

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An approval that is assigned to a particular user can only be acted upon by that user.

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Approvals are available to a user if one of the user's roles matches the role applicable to the current approval step.

Note: Click the Refresh button to remain on the same form or report while refreshing the window to display new entries.

Note the following when working with pending approvals:

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Existing employees and newly-entered new hires who have a preferred name display that name on the Approvals Pending form and associated approval forms. In this situation, the system uses the employee's assigned preferred name instead of their legal first name.

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If the employee does not have a preferred name, the system uses their first name, last name.

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I-9 Section 2 and Pay Card approvals, or any approval associated with a pre-hire, display the employee's legal first and last name even if a preferred name is available.

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For ACH Maximum Approval Policies (see Setting Approval Policies for information about this policy):

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When the pending approval is approved and the client is set to Disabled in the Worksite Payroll Approval field on the Control tab in the Client Details form, the associated payroll status updates from INITPEND to INITCOMP and the Approval status changes to Approved.

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When the pending approval is denied, regardless of the client's setting in the Worksite Payroll Approval field on the Control tab in the Client Details form, the associated payroll status updates from INITPEND to TSOKCOMP and the Approval status changes to Denied.

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When the pending approval is approved and the client is set to Standard or Multistep in the Worksite Payroll Approval field on the Control tab in the Client Details form, the associated payroll status updates from INITPEND to AP.PEND and the Approval status changes to Approved.

Approvals Pending (Assigned to You)

You can act on approvals listed in the Approvals Pending (Available to You) panel.

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Standard Approvals: see Reviewing Standard Approvals

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Payroll Approvals: see Processing Standard Payroll Approval

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I-9 Approvals: see Reviewing Form I-9 Approvals

Approvals Pending (Available to You)

To act on an approval that is available to you, "grab" the approval. The system assigns the approval to you.

Within the Approvals Pending (Available to You) panel, click the desired Approval Type. The Approval form opens.

You can click Show Audit History to display the history of users involved in processing the action.

Click Grab. The selected approval type now appears in the Approvals Pending (Assigned to You) panel.

There are two methods available to process an approval:

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Click the Approve icon (blue checkmark) for the Approval Type you want to approve. An approval confirmation displays at the top of the form.

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"Grab" the approval:

Within the Approvals Pending (Available to You) panel, click the desired Approval Type. The Approval form opens.

You can click Show Audit History to display the history of users involved in processing the action.

Click Grab. The selected approval type now appears in the Approvals Pending (Assigned to You) panel.

Note: You can open the pending approval in Assigned to You and click Return to Queue. The approval pending item is then returned to the Available to You queue for you or another user to access later.