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Review and respond to an approval: Review before responding

WC365 Approver Guide

Review and respond to an approval — Review before responding

  1. Check the lifecycle type, employee name and identity, and WorkCycle365 reference.
  2. Review the requested or generated sign-in identity, manager or organizational changes, and reason.
  3. Check the effective date and time in the organization’s configured time zone. An explicit time can differ from normal business hours.
  4. Confirm that the decision is within your authority and that any security or HR checks are complete.
  5. Approve only when the details and intended action are correct. Reject when the request should not proceed. Ask the requester or administrator to correct inaccurate details through the supported change path before you approve.

A blank optional time uses the lifecycle’s business-hour default. For Hire, Transfer, Return, Extension and planned Departure, including Leave, a calendar start that has passed or is no more than ten minutes away when the event is created moves to ten minutes after creation. This also applies to a supplied time.

Approval must be completed before the scheduled action. Immediate Access Removal uses its urgent approval path; Extension processes immediately. See timing and scheduling for the defaults and a same-day example.

If the approval shows UNAUTHORIZED SUBMISSION, WorkCycle365 did not recognize the submitter as an authorized Submitter. Confirm the request with HR or the submitter’s manager before deciding. You do not need portal access to perform that confirmation.


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