Request Approval for Bulk Recognition Uploads and Manage Final Submissions

This article will help admins request approval before submitting the final bulk upload, allowing for adjustments without restarting the approval process. This ensures users receive accurate and timely recognition.

Image: Bulk Upload Request page

Overview of the Bulk Upload Request process:

When accessing the 'Bulk Upload Request' page, the admin must select an approver who will later decide whether to approve or reject the uploaded Excel file, or approve the recognition for the individual(s).
*Note: Only global administrators can be assigned as approvers for bulk upload recognitions.
Once the 'Recognition Giver,' 'Recognition Options' (with the required Recognition Program selected), 'Bulk Upload Reason' and 'Send Date' are chosen, an individual transaction can be sent for approval, or the initial Excel file template, populated with all the necessary recipient data, can be uploaded. By clicking 'Ask For Approval,' the file will be sent to the approver for review.

*Note: The selected global admin, as the approver, will receive an email notification with a link to the approval page. The reason for the bulk upload will also be included in the email.

Additionally, the approver can access the Bulk Upload Status page under the Programs section in the admin center to finalize the bulk upload request process.

The Bulk Upload Request page includes the following fields to be filled out:

Select Approver - The option to select an approver from the list of global administrators for the requested bulk recognitions.
Recognition Giver – The option to select the user who will be the recognition giver.
Recognition Options – Select the appropriate program for the selected recognition giver.

*Note: Only the programs available for the selected giver will be displayed.

Send Date – Select the date when the request should be sent.
Bulk Upload Reason - A mandatory text field for the admin to enter the reason for the bulk upload.
Ask for approval button – Request approval for bulk recognitions.

Approval Page Access & Navigation

This page displays a list of bulk uploads based on the user’s role and permission.

Image: Bulk Upload Status

The page contains the following columns:

Requested by – The name of the admin who submits the request for approval of bulk recognitions.
Admin Approver – Name of the admin who will respond on the pending approval (either approve or reject it).
Requested Date – Date when the approval request has been submitted.
Status (Pending, Approved, Rejected, Completed).
Upload Reason – Once clicked, a modal will open displaying the reason provided during the file upload or when selecting the individual(s).
Details - Button that will either download the uploaded excel file, or will open a modal with the individual request for the upload.

Image: Bulk Upload Details Modal

Action – For the approver there will be a button to ‘Take Action’. This button will open a modal with option to Approve or Reject the award. For the user that has uploaded the file there will be no action here.

Image – Take Action Modal

*Note: The last column will have different buttons depending on conditions on who sees the report and what is the status.

Approval Status & Next Steps

Once the Global Administrator reviews the bulk recognition request, the requester will receive an email notification with the approval status and next steps.

*Note: A button to proceed with the bulk upload will appear in the email only if the request is approved, and it will take the requester directly to the Bulk Upload Request page.

Finalizing the Bulk Upload Process

Once the approver approves the bulk upload request, the requester can click "Proceed with Bulk Upload." They will be prompted to confirm if they want to continue with the bulk recognition process.

Clicking "Yes" will redirect them to the existing bulk upload page, where the file will already be uploaded and ready for finalization.

Image: Proceed with bulk upload confirmation

Image: Proceed with bulk upload after approval (da se smeni screenshot)

If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.