How to Manage Self Allocation Requests (Admins)

How to Manage Self Allocation Requests (Admins)

When a team member requests to join a team that requires Admin approval, all Teamgage Administrators are notified. You can review the request, approve or decline it, and view a complete history of all Self Allocation activity.
Info
You can access pending requests directly from the link in your Teamgage notification, or by navigating to Teams > Self Allocation in the Teamgage portal.

Reviewing Pending Requests

When a request requires approval, it will appear in the Pending Requests tab.
To review a request:
  1. Log into the Teamgage platform
  2. Go to Teams > Self Allocation in the side navigation
  3. Select the Pending Requests tab
  4. Review the request details
  5. Choose Approve or Decline
If no action is taken, the request will be automatically approved after 7 days.

Here's What It Looks Like


What Happens When You Approve a Request?

When a request is approved:
  1. The user is automatically added to the requested team.
  2. The Huddle or Survey submission associated with the request is assigned to that team.
  3. The user will receive a notification confirming the change.
Alert
If your organisation synchronises people data from an HRIS or other source of truth, remember to update that system as well. Otherwise, the team change may be overwritten during the next data synchronisation.

What Happens When You Decline a Request?

If you decline a request:
  1. The user remains in their current team.
  2. The user receives a notification that their request was declined.
  3. The notification identifies the person who declined the request and encourages the user to contact them if they have any questions.

Here's What It Looks Like


Viewing the Self Allocation Audit Log

The Audit Trail provides a complete history of Self Allocation activity across your organisation, including:
  1. Pending requests
  2. Approved requests
  3. Declined requests
  4. Automatic approvals
  5. The user who approved or declined each request
  6. The date and time each action occurred
For more information on the Audit Log, please refer to Self Allocation Audit Log.
  5. How to Approve Self Allocation Requests as a Manager