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
- Go to Pending Requests tab via:
- the link in Teamgage Notification
- Teams tab in the portal
- 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
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 ...
Self Allocation Audit Log
Admins can review how users are moving between teams with the Self Allocation Audit Log. This includes an audit trail of team member requests that have been approved, declined, or did not require review. You'll find the Audit Log in the ...
Self Allocation Setup Process
The Self Allocation setup process involves choosing the configuration, locking in a launch date and communicating the changes prior to launch. This guide summarises some of the key questions that arise for our customers who choose to utilise Self ...
What is Self Allocation?
Self Allocation gives team members a simple way to update the team they're a member of during their Huddle or Survey Submission experience. Depending on how self allocation has been configured by your organisation, a user's request to change team (or ...
Manager Team Management
Give managers control to add and remove members of their teams with Manager Team Management. Managers can keep their teams up to date - especially as people join, leave or move around your organisation. There are 2 options for granting control: For ...