Approve benefit requests

If you are designated as a supervisor for a staff member, scheduled benefit requests submitted by that staff member are routed to you for approval.

To access staff benefit requests, add the Scheduled Benefit Requests
portlet to your Staff Dashboard
.

note

Your firm must be licensed for the Staff Management module to use the benefits feature.

Use the Scheduled Benefit Requests
portlet on the Staff Dashboard
to review and approve or deny scheduled benefit requests.

Open your Staff Dashboard
and view the Scheduled Benefit Requests
portlet.

Open the benefit request that you want to review.

Select the request to open it in the Scheduled Benefit
window.

Select the request status.

In the Status
field, select Approved
or Denied
.

note

When you approve a request, your name and the date are added to the Approved By
field.

Save your decision.

Select OK
to approve or deny the request.

The request is approved or denied, and the staff member who submitted it receives an on-screen and/or email notification indicating the decision.

This article applies to: