- User Interface
- HR
- Getting Started - Quick Guide
- Core HR
- About Core HR
- Core HR Dashboard
- Core HR Workflows
- Org Structure
- Job Position Chart
- Manage Employee Information
- Probation Reviews
- Manage OnBoarding and OffBoarding
- HR Processes
- Work with Employee and Company Documents
- HR HelpDesk
- Approval Workflows and Processes
- News and Announcements
- Core HR Reports
- Time and Attendance
- Compensation
- Recruiting
- Recruiting Module Overview
- Recruiting Workflows
- Manager/Recruiting Manager Permissions in the Recruiting Module
- Candidate Tracking
- Job Openings
- Create and Publish Job Opening
- Unlisted Job Openings
- Edit Job Opening
- Copy Job Opening
- Job Opening Templates
- Add Candidates to Job Opening
- Plan Interview Stages
- Job Opening Questions
- Interview Schedule
- Schedule Interviews with Candidates
- Candidate Assessment
- Manage Candidate Statuses
- Candidate Emails
- Job Offers
- Hire Candidate
- Close Job Opening
- Recruiting Interviews
- Recruiting Reports
- Candidate Self-Service Introduction
- Performance
- Performance Overview
- Performance Module Workflows
- Performance Reviews
- Start Performance Review Round
- Work on Performance Review Form
- Open Performance Review Form
- Performance Review Form Overview
- Fill in Performance Review Form
- Submit Performance Review
- Complete Performance Review
- Move to Performance Review Step
- Return to Previous Responsible Performance Reviewer
- Assign Performance Review Form to Person
- Print out Performance Review Form
- Performance Review Score Calculation
- Bonus Calculation
- Monitor Performance Review
- Work with Performance Reviews List
- Track Performance Review Form History
- View Performance Trends
- Ad Hoc Review
- Export Performance Review to PDF
- 360 Feedback Reviews
- Employee Performance Check-ins
- Employee Feedback
- Goals
- Key Performance Indicators
- Competencies
- Succession Overview
- Performance Reports
- Learning
- Learning Overview
- Learning Workflows
- Learning Catalog
- Employee’s Work with Learning Catalog
- Training Manager's Work with Catalog
- Required Compliance Trainings
- Practicums
- Learning Certificates
- Training Budgets
- Reports
- Learner Report
- Development Activities by Employee Report
- Learning Materials Report
- Required Training Report
- External Training Report
- Expiring Certificates
- Learning Expiration Report
- Development Needs Report
- Classroom Activities and Trainers Report
- Development Activities Report
- Training Feedback Report
- Employee Training Budget Report
- Quiz Builder
- Reports
- GDPR Compliance
- Manager Self-Service
- Manager Menu Overview
- Manager Dashboard
- Get a Team Overview
- Manage Team Absences
- Work with Probation Reviews
- Manage HR Processes
- Salary Review
- Goals
- KPIs
- Assess Employee Competencies
- Review Employee Performance
- 360 Feedback
- Manage Training Requests
- View your Team's Career Goals
- Request Job Openings and Track Candidates
- News and Announcements
- Track your Team’s Development
- Manager Reports
- Employee Self-Service
- Employee Menu Overview
- Employee Dashboard
- Work with Personal Data
- Manage My Holidays and Absences
- Timesheets
- Out of Office Calendar
- Personal Goals and KPIs
- Competencies
- Performance
- Learning and Development
- Plan my Career Path and Goals
- Company Job Openings
- Work with My Interviews
- Employee Reports
- Lanteria HR Mobile App
- Local HR
- Local HR Menu Overview
- LHR Core HR
- LHR Time & Attendance
- LHR Compensation
- LHR Recruiting
- LHR Performance
- LHR Learning
- Local HR Reports
- Installation and Configuration (IT Pro)
- Install Lanteria HR
- General Settings
- Core HR Settings
- Building Organizational Structure
- Job Roles and Positions
- Employee Database Settings
- Employment Types
- Employee Card Designer
- Employee Related Data Structure
- Employee Document Types
- Content Types for Document Templates
- Vaccination Document Types
- Termination Reasons
- Employee Statuses
- Person Attribute Categories
- Person Attributes
- Employee Data Anonymization
- Additional Employee Database Settings
- HR Processes
- Approval Processes
- HR HelpDesk
- Dashboards
- Time and Attendance Settings
- Compensation Settings
- Recruiting Settings
- Performance Settings
- Learning Settings
- Learning Catalog Settings
- Learning Material Categories
- Learning Materials
- Certificate Types
- Certificates
- Curricula
- Training Feedback
- Missing Mandatory Training
- External Training Categories
- Cancellation Reasons
- Learning Storage
- Learning Prerequisites
- Automatic Training Assignment
- Managing Practicums on Learning Material Creation
- Learning Groups
- Classroom Training
- Training
- SCORM Settings
- Learning Catalog Settings
- System Settings
- Integrations
- Exchange Integration
- Office 365 Integration
- LinkedIn Learning Integration
- ADP Integration
- Active Directory Integration
- DocuSign Integration
- Adobe Acrobat Sign Integration
- Power BI Integration
- Predictive Index Integration
- SEEK Integration
- Job Target Integration
- ZIP Recruiter Integration
- Go1 Integration
- Zapier Integration
- Talenteria Integration
- Microsoft Teams Integration
- Data Integration
- Data Import
- Data Export
- Candidate Self-Service Installation and Setup
- Third-Party Application Settings
- SharePoint Configuration
- Lanteria HR Maintenance
Work with Approval Requests
An approval workflow is initiated under the following conditions:
- An item is created using a button on the My Approval Requests page, if the Show on Approval Requests Page check box is selected in the process settings.
- An item is created in the list that is selected as the List for Approval in the process settings, if the Request Approval Manually check box is left cleared.
After the workflow is initiated the new approval request is sent to HR and becomes available under Core HR > Approval Requests with the status Draft.
To initiate the process, click the Approve/Reject link and click the Request Approval button in the form that appears.
The approval request status is changed to Pending and it is sent to the first approver in the workflow.
Process Approval Request
The approval request can be processed (approved, rejected or change requested) in bulk or individually by clicking Approve/Reject from one of the following places:
- Employee role: locate a request under Tasks Requiring My Action available on the homepage
- Employee role: go to My Details > My Approval Requests. The new approval request is available on the Require My Action tab and here the approver has an option to approve, reject or request changes to the request
- HR role: Core HR > Approval Requests
After approval, the request is then moved to the next step in the workflow and so on.
There can be cases where the same person is responsible for approving several steps in a row. In cases like this after the request is approved for the first time, the following steps are processed as follows: if the approval step type is Approval, approval type for this step is Any Approver and the list of people responsible for giving approval contains the person who has approved the request on the previous step, then this step will be automatically approved on behalf of the same person and the process will move to the following step.
Process Approval Requests in Bulk
To approve, reject or request change for several approval requests at a time, follow these steps:
- Open a list of approval requests (Core HR > Approval Requests for HR or My Details > My Approval Requests for Employee).
- Select the requests to be processed and click Batch Action.
- The dialog that opens displays the total number of selected requests and how many of them will be and won't be processed (if any). Please note that only requests in the status Pending, that is requests that are currently at some approval step, are eligible for approval, rejection or requesting changes. And thus, only such requests will be processed by the batch action. Provide comments, is relevant, and select the action to be performed - Approve, Reject, Request Change (will return request to the requestor and set it to status Draft) or Stop Process (auto approve all the following steps).
The information message with the number of processed requests will display.
View Approval Details
Click View Item to see the approval request details. If the request has a file attachment, you will be able to download it.
If you view the details of a termination approval request with the Draft status, you will also have the ability to edit the request by clicking the Edit button.
If it is a job description approval request, you click the View Form action (instead of View Item). You can edit various approval details on the form, view approval/comments history, as well as approve/reject the request.
Stop Approval Process (Approve all the Further Steps)
The HR user can stop the approval process at any step with the status Approved. To stop the process, follow these steps:
- Click Core HR > Approval Requests.
- Locate the approval process to be stopped and click Approve/Reject.
- On the page that opens, click Stop Process.
- The confirmation message will display. Click OK to complete the process with the status Approved. All the further approval steps will be skipped.