How to Approve Self Allocation Requests as a Manager

How to Manage Self Allocation Requests as a Manager

When a user tries to join a team that requires Manager Approval, all Managers for that team will be notified. This notification includes a link to the Pending Approval tab for that specific team, where the Manager can view pending requests and accept/reject them. The Manager can also view all current team members on the Members tab, and if granted permission, they can also directly add & remove their team members this is called Manager Team Management. 

If there is no manager assigned to the team, the notification will be sent to the next manager up the organisational hierarchy.
If you don't approve or decline the request it will be automatically approved after 7 days.

How to Approve Self Allocation Requests

  1. Go to Pending Requests tab via:
    1. the link in Teamgage Notification
    2. Teams tab in the portal
  2. Tick Approve or Decline next to the users name
Ask your admin to update their source of truth otherwise this will be reset by the next organisation wide data update.

Here's what it looks like

Declining a request to join a team

If a user's request to join a team is declined (by either an Admin or Manager) the user will be notified and will remain in their current team. The notification will also include refence to the user that rejected the request.

Here's what it looks like


Here's what it looks like as a notification

 
Approval request notification (sent to Admins and/or Managers)


Request declined notification (sent to users)


    • Related Articles

    • How to Manage Self Allocation Requests as an Admin

      When a user tries to join a team that requires Admin Approval, all Admins for the organisation will be notified. This notification (sent by email or MS Teams) includes a link to the Self Allocation section in Portal where Admins can: view all ...

    • What is Self Allocation?

      Self Allocation allows team members to update the team they belong to during their Huddle or Survey submission. This includes moving teams or joining an additional team, without needing manual updates from an administrator. Depending on how Self ...

    • Self Allocation Setup Process

      The Self Allocation setup process involves three key steps: Selecting the appropriate configuration Confirming a launch date Communicating the changes to your organisation prior to launch This guide outlines the available configuration options and ...

    • Self Allocation Audit Log

      Admins can review how users move between teams using the Self Allocation Audit Log. This log provides a complete audit trail of team member requests, including those that were approved, declined or did not require review. Where To Find It You can get ...

    • Manager Team Management

      Give Managers the ability to add and remove team members through Manager Team Management. This helps keep team lists accurate, especially as people join, leave, or move around your organisation. There are two ways to grant this control: For ...