This article guides clients on how to create and configure their Data Change Approval policies, assign them to specific employee data fields, and adhere to specific organizational requirements.
Data change policies allow the clients to configure custom policies for managing updates to employee personal information, addresses, and emergency contacts.
Clients can set up approval workflows based on their organization's specific needs and compliance requirements, and apply these policies globally or on a country-by-country basis.
Data change policies can also be set up with multi-step approval processes that ensure robust control over which employee data fields trigger approvals, who reviews and signs off on changes, and how the approval process should be routed.
In this Article
How to create data change policy
How to Create Data Change Policy
✅ Step 1 – Go to the Organization Settings Icon and Click on the Data fields Settings card
In the Data Fields Page, click on the Data Change Policies tab.
✅ Step 2 – Click on Create Data Change Policy
In the Data Change Policies tab, you can see the default data change policy.
To edit an existing field, select the applicable field from the suggested list and click on the edit button.
You can edit the default data change policy or create a new data change policy from scratch.
Click on the Create Data Change policy button.
Please note that the Default Data change policy cannot be deleted.
✅ Step 3 – Add Policy details
You can now name and describe the data change policy. You can also select the countries that are applicable to this policy.
✅ Step 4 – Configure data fields and select approval policy
In this step, clients can configure which fields need approval when the worker makes changes. These fields include employee personal information, addresses, emergency contacts, etc.
Now select the default approval policy for the selected data fields.
Click on Create.
Frequently Asked Questions
[ACCORDION] How to edit an existing data change policy?
To edit an existing data change policy, go to the Organization Settings Icon and Click on the Data fields card.
In the Data fields Page, click on the Data Change Policies tab. Select the applicable policy from the list and click on the three dots to edit the policy.
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