Employee Readiness Core Approval Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Employee Readiness Core Approval Portal

    The Employee Readiness Core Approval Portal is designed for approving or denying COVID-19 vaccine doses, exemptions, and health tests. It is part of the Employee Readiness Core suite and requires the installation of Health and Safety Testing and Vaccination Status applications, although both are not mandatory for usage.

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    Installation and Setup Requirements

    To utilize the Approval Portal, ensure that both Health and Safety Testing and Vaccination Status applications are installed. Detailed installation instructions can be found in their respective documentation.

    Using the Approval Portal

    Access to the Approval Portal is granted through specific roles: Vaccination Status admin, Health and safety approver, or Approval Portal manager. Managers with the Approval Portal manager role can only view approvals for direct reports and will have additional capabilities based on activated properties related to health test results, vaccine responses, and exemption requests.

    Key Features

    • View and approve or deny COVID-19 health test results.
    • View and approve or deny employee vaccination statuses and dose details.
    • View and approve or deny vaccination exemption requests.
    • Review submitted documentation and attachments supporting user requests.
    • Add work notes to records for further clarification or follow-up.
    • Utilize tabs on the approvals page to manage records efficiently, filtering by record type or using the search functionality.

    Key Outcomes

    By utilizing the Approval Portal, organizations can streamline the approval process for health and vaccination records, ensuring compliance and enhancing employee readiness regarding COVID-19 health measures. This leads to better management of employee health documentation and timely decision-making regarding health and safety protocols.

    The Employee Readiness Core Approval Portal enables you to approve or deny submitted COVID-19 vaccine doses, vaccine exemptions, and health tests.

    Installation and setup requirements

    The Approval Portal is included with Employee Readiness Core. To use the Approval Portal, your organization must install Health and Safety Testing and Vaccination Status.
    Note:
    Both applications must be installed, but your organization does not have to use both applications.

    Using the Approval Portal

    To use the Approval Portal, you must have either the Vaccination Status admin [sn_imt_vaccine.admin], Health and safety approver [sn_imt_core.health_and_safety_approver], or Approval Portal manager [sn_imt_core.approval_portal_manager] roles.

    Managers with the Approval Portal manager role can see only approvals for their direct reports. This role is automatically assigned to all managers as long as one of the following properties is enabled:
    • Allow managers the ability to update health test results [sn_imt_health_test.allow_managers_ability_to_update_test_result_records]
    • Allow managers the ability to update vaccine response records [sn_imt_vaccine.allow_managers_ability_to_update_vaccine_response_records]
    • Allow managers the ability to update vaccine exemption requests [sn_imt_vaccine.allow_managers_ability_to_update_vaccine_exemption_records]

    Each property provides managers access to the Approval Portal, however, managers are able to see and interact with only records associated with the activated property. Activating multiple properties grants additional capabilities to the reviewing managers.

    You can perform the following tasks on the Approval Portal:

    The Employee readiness approvals page provides employee vaccine and health records in the tabs listed in the following table. You can filter the records that are displayed by selecting a record type from the Record type field list, using the search bar, or changing the Sort field list.
    Note:
    The search behavior for the Approval Portal is a starts with search.
    Table 1. Employee readiness approvals page tabs
    Tab Description
    Approvals to review Lists records that have not been approved or denied.
    Approved Lists all approved vaccine responses, exemption requests, and health tests.
    Denied Lists all denied vaccine responses, exemption requests, and health tests.