Employee Readiness Core Approval Portal

  • Release version: Xanadu
  • Updated August 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 COVID-19 vaccine doses, vaccine exemptions, and health test submissions. It is a key component of the Employee Readiness Core solution, designed to streamline health and safety compliance tracking.

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    Installation and Setup

    The Approval Portal comes included with Employee Readiness Core but requires the installation of both the Health and Safety Testing and Vaccination Status applications. While both must be installed, organizations can choose to use either or both applications depending on their needs.

    Access and Roles

    To use the Approval Portal, users must have one of the following roles:

    • Vaccination Status admin [snimtvaccine.admin]
    • Health and safety approver [snimtcore.healthandsafetyapprover]
    • Approval Portal manager [snimtcore.approvalportalmanager]

    Managers assigned the Approval Portal manager role can only view approvals for their direct reports. This role is granted automatically when one or more specific system properties are enabled, allowing managers to update health test results, vaccine responses, or vaccine exemption requests. Enabling multiple properties extends the managers' access and capabilities accordingly.

    Key Capabilities

    • Approve or deny COVID-19 health test results
    • Approve or deny employee vaccination status and dose details
    • Approve or deny vaccine exemption requests
    • Review attachments and documentation submitted with user responses using the document viewer
    • Add work notes to records for tracking and communication

    Employee Readiness Approvals Page

    The portal’s interface organizes employee health records into tabs to simplify management:

    • Approvals to review: Lists all records pending approval or denial
    • Approved: Displays all approved vaccine responses, exemptions, and health tests
    • Denied: Shows all denied vaccine responses, exemptions, and health tests

    Users can filter records by type, utilize a search bar with a “starts with” search behavior, and sort records for efficient review.

    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.