Change Initiator, Verifier and Approver in IFHRMS

Basic Information:

Understanding the RolesInitiator: Starts a transaction or process.
Verifier: Checks and validates the transaction.
Approver: Gives final approval for the transaction to be executed.
PrerequisitesAccess Credentials: Admin-level access to the IFHRMS portal.
Role Change Request: Official request or authorization for changing roles.

Step-by-Step Guide:

Step-by-Step GuideDescription
Step 1: Log in to IFHRMS PortalGo to the IFHRMS portal.
Enter your admin credentials and log in.
Step 2: Navigate to Role ManagementGo to the dashboard.
Click on the Role Management or User Management section.
Step 3: Select the DepartmentSelect the department for which you want to change the roles.
This will display the list of users associated with that department.
Step 4: Identify the UserLocate the user whose role you need to change.
Use the search function to find the user by name or employee ID.
Step 5: Edit User RolesClick on the user’s profile to open their details.
Look for the Roles or Permissions tab within the user’s profile.
Step 6: Change Initiator, Verifier, and ApproverInitiator: Select the new user for the Initiator role and save the changes.
Verifier: Select the new user for the Verifier role and save the changes.
Approver: Select the new user for the Approver role and save the changes.
Step 7: Review and ConfirmReview the new role assignments to ensure accuracy.
Confirm the changes and finalize them.
Step 8: Notify the UsersNotify the users involved about the changes in their roles.
Provide necessary training or resources.

Troubleshooting and Tips:

Troubleshooting and TipsEnsure Proper Authorization: Have necessary authorization and documentation before making any role changes.
Check Permissions: Double-check that the new roles have the correct permissions and access rights.
Regular Updates: Periodically review and update user roles.
Additional ResourcesIFHRMS Official Website
User Guide for IFHRMS

1 thought on “Change Initiator, Verifier and Approver in IFHRMS”

Leave a Comment