Approving profile changes and documents

When a team member edits their profile or uploads a document, nothing changes until it's approved. Open Team Admin → Team Alerts → Personal File Changes.

The page has two tabs, each with a count: Personal Info for profile edits and Documents for uploads.

Approve a profile change

1. Open the request

   On Personal Info, each row shows the Employee, the Component changed (for example Emergency Contacts or Previous Employer) and the Date Submitted. Select View to open Review Changes.

2. Compare old and new

   Each changed field is listed with its Current Value and the Requested Change.

   

3. Approve or reject

   Select Approve to update the employee's record, or Reject to discard the change. You can also approve or reject straight from the row without opening it.

Approve uploaded documents

1. Open the employee's documents

   On Documents, select View Documents for the employee.

2. Check each file

   Preview or download each document to check it.

3. Approve or reject

   Approve or reject each document, or use Approve All / Reject All.