Employee Readiness Core Approval Portal

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Employee Readiness Core Approval Portal

    The Employee Readiness Core Approval Portal allows organizations to manage and approve or deny submitted COVID-19 vaccine doses, exemptions, and health tests efficiently. It is part of the Employee Readiness Core and requires the installation of Health and Safety Testing and Vaccination Status applications, though both are not mandatory for use.

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    Key Features

    • Roles and Permissions: To access the Approval Portal, users must have specific roles: Vaccination Status admin, Health and Safety approver, or Approval Portal manager. Managers can only view approvals for their direct reports.
    • Task Management: Users can approve or deny health test results, vaccination statuses, and exemption requests. They can also review supporting documents and add work notes.
    • Employee Readiness Approvals Page: This page includes tabs to filter records:
      • Approvals to Review: Lists records pending approval.
      • Approved: Displays all approved records.
      • Denied: Shows all denied records.

    Key Outcomes

    By utilizing the Approval Portal, organizations can streamline the management of employee health and vaccination records, ensuring compliance and enhancing workplace safety. This tool empowers managers to make informed decisions regarding employee health status while maintaining an organized record-keeping system.

    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.