Overview
Tracker Pro & Enterprise tiers.
When a placement is submitted for approval, each approver is sent an email with the key details, so they can see what is being approved before they log in. A login button takes them straight to the placement, and you can have the right tab open automatically.
Benefits
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Approvers can judge the request at a glance from the email.
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One click lands them on the placement, on the Approvals tab if you set it up.
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Managers or finance can be copied on every request without being approvers.
Who receives the email and when
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With a single approver, that person receives the email as soon as the request is submitted.
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With ordered approver groups, Group 1 is emailed first. Each later group is emailed only when it becomes their turn, after the previous group clears.
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Addresses stored in Send Also To (Cc) are copied on every Placement Approval Request email. They are not approvers.
What the email contains
The email includes a highlighted block of key details:
|
Detail |
Shows |
|---|---|
|
Proposed Status |
The working status the submitter chose |
|
Start Date |
The placement start date |
|
End Date |
The placement end date |
|
Pay Rate |
The placement pay rate |
|
Charge Rate |
The placement charge rate |
|
Other Approvers |
Other approvers on the request; Cc recipients are not listed |
Below the details is the Click Here To Login button.
Opening the Approvals tab from the email
The Click Here To Login button takes the recipient straight to the placement record (if they are signed in to Tracker), otherwise it will take them to the log in page.
To have the approval details open automatically:
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Go to Tools & Settings > Customization > Layout Designer and set Record Screen to Placement.
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Add a tab named exactly Approvals.
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Place the Placement Approval block and the Placement Approval Requests block on it.
If the recipient's layout has a tab named exactly Approvals, it opens automatically. The name must match exactly, including capitals. If there is no such tab, the record opens on its default tab.
See the help file: Placement Approval | Permissions, Settings & Mandatory Data
Copying others in
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Go to Tools & Settings > Collaboration > Placement Approval Requests.
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In Send Also To (Cc), enter one or more email addresses, comma separated.
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Save.
The addresses are copied on every Placement Approval Request email. They are not treated as approvers and are not listed under Other Approvers. Leave the field empty to copy no one.
See the help file: Placement Approval | Permissions, Settings & Mandatory Data
Emails to the submitter
When an approver approves or rejects, an email goes to the person who submitted the request. It says whether the placement was approved or rejected, who actioned it and the Job Owner, and includes the reason for a rejection.
Example scenario and tips
Example: A finance controller wants visibility of every request. Rather than adding her to each request, the administrator adds her address to Send Also To (Cc). She gets a copy of every email but is never asked to approve.
Tips
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Name the tab Approvals exactly; "approvals" or "Approval Info" will not work.
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Cc recipients cannot approve or reject from the email unless they are also approvers.
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Check Other Approvers in the email to see who else is involved.