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Employee Record Approvals · How-to guide

Review Employee Record Centre change history

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Audit every v1.3.0 amendment request, decision and application result for one employee.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Jump to steps
Where to go Admin Area → Human Resources → Employee Record Centre → Select employee → Change History
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.

Before you start

  • Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Change History.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

Follow these steps

  1. Go to the employee and Change History tab.
  2. Check the request reference, changed fields, amendment reason, status and timestamps.
  3. Check submitter, approver/rejector and decision note.
  4. Go to Automation when an applied request reports a downstream problem.

Fields and options

PendingAwaiting an authorised decision.
Approved / AppliedApproved and successfully synchronised.
RejectedDecision retained; current record unchanged.
FailedApproval/application attempted but synchronisation failed.

What the module checks

  • The action is permission-aware.
  • Required values must pass the exact server-side validation.
  • Verify the saved record and audit/log result.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

  • If the control is missing, confirm the required HRM permission and module version 1.3.0.
  • If saving fails, correct the exact field or state named in the validation message.
  • If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
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