Mass Approving Documents

Overview

When you have multiple documents that you need to approve for a given record, you can save some time an mass approve records.

Note: Please keep in mind that if a document has required admin fields, you will not be able to approve the documents until those fields have been completed.

Steps

1. Navigate to the Employees or Placementtab.
   
   
   
   
2. Locate the employee that submitted documents and select next to their name to open their record.
   
   
   
   
3. In the employee record, select Documents.
   
   
   
   
4. In the employee's document list, locate the documents to approve.
   There several options for narrowing your search:
   • The Showing filter lets you choose between showing all employee and placement documents, documents assigned to the Employee record, and documents assigned to specific placements.
   • Each of the column headers can be sorted and/or filtered to locate specific documents more easily.
5. Select the documents you would like to approve.
   • Documents need to be in either the "In Progress" or "Submitted" status.
     • Documents in the "Sent" or Approved" statuses are not applicable and if one is selected, the option to Approve will not be available.

   

6. From the Actions / # Selected menu, choose Approve.
   
   
   
   

The documents will now show as approved in the Document List.

Required Field Error

If one of the documents you selected has a required field that is blank, you will receive a warning toast across the top of the screen.

1. Select in the toast message to view the details.
   • You will receive a list of the documents and missing fields.

   

2. Choose Close to exit out of the message.