The Requests and Approvals pages provide a centralized place to manage all headcount activity—whether you're tracking requests, reviewing approvals, or taking action on employee changes.

These pages are accessible from the left navigation and replace the task-based widgets previously found on the home page.

Overview: Requests vs Approvals

Although both pages surface headcount activity, they serve different purposes:

Key takeaway:

• Use Requests for visibility and tracking

• Use Approvals for action and decision-making

The Requests Page

The Requests page is your complete inventory view of headcount. It includes all positions within your access scope, across every status.

Use this page to:

• Monitor progress across requests

• Review historical data

• Manage positions you’ve created or oversee

Tabs

The Requests page includes the following tabs:

• Headcount
  Shows new hire and backfill positions across all statuses.

  • Default view: All requests

  • Use the ownership filter to switch to Created by Me

• Terminations
  Displays termination requests currently in approval

• Internal Transfers
  Shows employee transfer requests (role, department, or cost center changes)

• Scenarios
  Includes headcount tied to planning scenarios submitted for action

Filtering and Customization

You can refine your view using:

• Department filter – Focus on specific organizational units

• Filters drawer – Apply advanced filters (manager, location, job level, etc.)

• Column management

  • Show/hide columns

  • Pin important columns for easier navigation

Bulk Actions

Select multiple rows to take action on several positions at once.

• Users with “Approve as Admin” permission can:

  • Approve multiple requests in bulk (In Approval & Change Requests tabs)

All admin approvals are recorded in the audit history.

Exporting Data

Exports are based on your current view:

• Active tab

• Applied filters

• Visible columns

The Approvals Page

The Approvals page is your action queue for headcount decisions.

It shows only requests that are currently In Approval, helping approvers focus on what requires immediate attention.

Tabs

• Headcount

• Terminations

• Internal Transfers

• Scenarios

All tabs include only items currently in the approval workflow.

Headcount Sub-tabs

Within the Headcount tab:

• My Approvals

  • Requests where you are the next approver

  • This is your primary action queue

• Approve as Admin (Admin only)

  • View all requests in approval across the organization

  • Step in to unblock approvals when needed

If nothing is pending your approval, My Approvals may appear empty or be hidden.

Filtering and Bulk Actions

The Approvals page supports the same capabilities as Requests:

• Department filtering

• Advanced filters

• Column customization

• Bulk approval (Admins only)

Approval Workflow

When a request is submitted, it enters a predefined approval chain (e.g., Hiring Manager → Finance → Leadership).

Each approver can:

• Approve → Moves to the next step or final approval

• Deny → Permanently rejects the request

• Request Changes → Sends back for updates and resubmission

⚠ Important: A denied request cannot be directly reopened in place.
However, it can be archived and later unarchived, which returns it to Draft status and allows it to be submitted again for approval.

Archived Headcount

• Available under Requests → Headcount tab

• Use the status filter to view archived items

• Archiving removes a position from the active plan but does not delete it

• Admins can restore archived headcount

Permissions and Access

Visibility is controlled by role and Attribute-Based Access Control (ABAC):

• Admins → Full organizational visibility

• Finance → Access to all approvals (budget oversight)

• HRBPs → Department-level visibility

• Hiring Managers → Limited to their scope

Additional notes:

• “Approve as Admin” is only available to authorized roles

• Users only see headcount within their assigned scope