Approve engagements
Department approver can perform the following operations to approve an engagement:
1. Review engagement details and casual helper information
Step 1: Search and open engagement to be approved
Step 2: Review engagement details, personal information and supporting documents of casual helper
Click the name of casual helper in the "Contact" field under the "Casual Helper's Profile" section of engagement to view the casual helper's personal information.
Click document link(s) to open document(s) for verification.
2. Approve engagement / Reject engagement / Return engagement for rework
Approve engagement
Step 1: Open engagement to be approved and scroll down to the Department Approver’s Declarations
Step 2: Click “Approve” option for approval (this also indicates your agreement to the Department Approver's Declaration)
Step 3: Choose "Payment Pre-Approval" option
Yes. i.e. payment will be approved automatically on submission
No. i.e. payment will require manually approval by department approvers after submission
Please refer to Automation on payments > Payment pre-approval for details
Step 4: Enter “Approval Remarks” optionally
Step 5: Press “Save” button at the top menu to save and verify inputs. The “Approve Engagement" button appears when all required information entered
Step 6: Press “Submit Decision” button at the top menu
Reject engagement
Step 1: Open engagement to be rejected and scroll down to the Department Approver’s Declarations
Step 2: Click “Reject” option
Step 3: Enter reason of rejection to “Approval Remarks”
Step 4: Press “Save” button at the top menu
Step 5: Press “Submit Decision” button at the top menu
Return engagement (for rework)
Step 1: Open the engagement to be returned to the submitter for amendment and scroll down to the Department Approver’s Declarations
Step 2: Click “Return” option for rework
Step 3: Enter the reason for return to “Approval Remarks”
Step 4: Press “Save” button at the top menu
Step 5: Press “Submit Decision” button at the top menu
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