Requests and approvals
Submit requests, review proposals, and follow approvals.
A position request brings proposed changes, their dates, and the explanation or files needed for review together. Your organization's approval setup determines which people must decide the request. You can follow it to see what was submitted, who needs to act, and which decisions have been made.
Submitting a request starts review. Approval records the required decisions, and applying the change makes it part of the approved records. Its effective date determines when the approved information begins to apply. The guides explain how to prepare a request, review it, follow its progress, and correct work that needs a new submission. Employee assignments, budget rates, and employee pay have their own tasks and access requirements. Administrative help with an active request is covered separately from ordinary review.
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How it works
- Understand position requests and approvals
Learn what a position request contains, who reviews it, and when approved changes are saved and take effect.
Submit and follow a request
- Submit a position request
Prepare a position change, enter when it starts, add required files, and send it for approval.
- Track a position request
Find a request, see who needs to act, and check when approved changes will begin.
- Correct or close a request
Close a request that needs replacing and prepare a new request with the correct information.
Review and decide
- Review and decide a request
Read a position request, check its dates and files, and approve, return, or reject the submitted changes.
Help an active request
- Administer an active request
Help an active request when an assigned approver cannot act or an authorized override is needed.
Fix a problem
- Request cannot move forward
Find what is stopping a request and help it reach the next step.
Related topics
- Set up approvals and required files
Choose who reviews position requests, which files are needed, and when a response is due.
- Create a position
Create a position or copy an existing one, enter its details, and send it for approval.