Approve an employee change request

You may receive a notification to approve a request to change employee HR profile information. Approving the request updates the HR profile and automatically closes the case.

Before you begin

Role required: hr_agent or hr_approver_user

About this task

An employee can change certain personal information in his or her own HR profile. The employee must submit an employee information change request to have other information updated. The employee's manager can submit a request to change the HR profile information of a direct report, such as when the direct report is promoted to a new position.

When the employee information change request is submitted, an HR case is opened, the Employee Change HR Workflow evaluates whether the request needs to be approved, and one of the following happens.
  • If no approval is needed, the HR profile is updated automatically and the HR case is closed.
  • If it does need approval, HR group members receive a notification with the approval request. When the request is approved, the HR profile is updated and the HR case is closed automatically.

Procedure

  1. To approve the request, begin by opening the HR case in one of the following ways.
    • Click a link in the email notification to approve, reject, or view the case.
    • Navigate to Human Resources > Case Management > Assigned to me and select the case.
  2. If you opened the HR case from the email link or the menu, review the proposed changes.
  3. In the Approvers related list, set your approval record to Approved.
    The HR profile is updated and the HR case is set to Closed Complete.

Result

If the HR case is rejected, the HR profile is updated with a reject message and the HR case is set to Closed Incomplete.