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- HRMS with Employee Self-Service
- Process
- Employee service review
Employee service review
Move a request through evidence, review and completion. Start from the employee and period or request revision, and name the person who decides the next state. Keep supporting detail attached to its parent so a correction can be reviewed in context.
Step by step
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Prepare request Employee
Employee chooses Leave, Expense or profile change and records the employee, organization, owner and policy reference on a Draft request.
- Employee chooses Leave, Expense or profile change and records the employee, organization, owner and policy reference on a Draft request.
- Updates Employee requests, Employee profiles
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Submit request Employee
Employee checks the detail and changes the request from Draft to Submitted. The submitted date and revision identify the case for review.
- Employee checks the detail and changes the request from Draft to Submitted. The submitted date and revision identify the case for review.
- Updates Employee requests, Request documents
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Review request HR Business Partner
The named reviewer checks the current revision, supporting documents and verification state before the request moves from Submitted to Reviewed.
- The named reviewer checks the current revision, supporting documents and verification state before the request moves from Submitted to Reviewed.
- Updates Employee requests, Evidence documents
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Approve request Named reviewer in People
The named reviewer records Approved, Returned or Rejected for the source revision. An accepted request moves from Reviewed to Approved.
- The named reviewer records Approved, Returned or Rejected for the source revision. An accepted request moves from Reviewed to Approved.
- Updates Review decisions, Employee requests
ApprovalA person approves before the work moves on. -
Complete request Named owner in People
The owner checks resolved follow-up and any expense reconciliation, then moves the request from Approved to Completed and retains its dated history.
- The owner checks resolved follow-up and any expense reconciliation, then moves the request from Approved to Completed and retains its dated history.
- Updates Follow up actions, External reconciliations, State history, Employee requests
Who does what
Roles and permissions- Employee
- , HR Business Partner (HRBP), Payroll Admin and the named owner and reviewer in People.
Set up HRMS with Employee Self-Service your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.