Denying a File in a Pending Submission
An employee has the opportunity to upload documents for completing Open Enrollment, New Hire Orientation, Qualifying Event, or any other reason. Once an employee submits a reason, it becomes a pending submission for you to review. Start by going to the "Pending Documents" section in the menu.
Once on the "Pending Documents" page, any pending submissions that need to be completed will appear. Each submission will have an identifier (name and ID), the reason for the submission, and when the employee submitted.
Click the header of a pending submission to expand. Once expanded, all of the files that the employee loaded will appear.
A file can be downloaded by clicking the file name. This is how the file will be reviewed. Once reviewed, if the file is denied, click the deny icon.
A comment box will appear. A comment must be entered to complete the process of denying a document.
If a document was previously denied and you are editing an existing comment, then the previous comment will be populated in the comment section.
Once a comment is entered, click the "Add Comment" button to save the comment.
Once saved, the "File Status" cell will change to "Denied". A new comment bubble icon will appear. Clicking it will make a popup appear containing the denied comment.
To read any history associated with changes in the file, click the history icon. A popup will appear that reflects all of the changes made.