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Approve a change

Goal​

Decide a change request that has been sent to you.

Prerequisites​

  • You hold Banking organisation — approve changes, or you are one of HR's approvers.

Who is asked, and in what order​

A request goes, one after the other, to:

  1. the manager of the unit it starts from;
  2. the manager of the unit it goes to, when that is another unit;
  3. the manager of the region;
  4. HR — except for a temporary position.

A step is skipped when nobody holds that manager's position, when somebody earlier already decided, or when the manager is the person who asked. Nobody is ever asked to approve their own request.

Decide it​

Your task opens the request. Under For the approver it says:

  • What changes — each change as it was and as it will be;
  • Impact — how many units, positions and people it touches.

Choose Approve, Return for changes or Reject. Returning or rejecting needs a note, which the person who asked will see.

After the last approval​

The request is Approved. If its effective date is still to come it waits as Scheduled, and on that day it is carried out by itself. It then shows Implemented.

If the record changed after the request was submitted, nothing is written: the request comes back as Returned, with a note saying what changed.