Approvals

Overview

The Approvals in fleet master allows users to efficiently manage and track the approval process of fleets or employees during onboarding. This page enables the approval of various stages, such as financial verification, documentation, and emergency contact confirmation, before proceeding to the next steps in the onboarding journey.

• Personal Information: Displays key details about the fleet or employee, such as ID, contact information, and gender.
• Emergency Contacts: Shows details of emergency contacts, including names and contact information.
• Contract Information: Contains fleet contract details such as position, joining date, and terms.
• Document Information: Displays the status and details of uploaded documents.

This interface ensures all required data is accurately collected, reviewed, and approved before moving on to the next stage in the process.

Key Features

• Personal Information Review: View and verify key personal data before proceeding to the next stage.
• Emergency Contact Verification: Ensure that emergency contact details are accurate and up-to-date.
• Contract Approval: Check contract terms, roles, and ensure all necessary contract details are in order.
• Document Uploads: Ensure that all required documents are uploaded and verified before moving forward.

Action Buttons

This interface provides the following key actions to manage the fleet or employee's approval process:

• Remove from Hold: Resumes the process if the fleet or employee has been put on hold for any reason.
• Reject: Rejects the fleet or employee’s current application and sends them back for rework or further clarification.
• Send to PRO: Moves the fleet or employee to the next step in the process for PRO handling.
• Add Advance Amount: If applicable, allows the user to add an advance payment amount before the final approval.

Best Practices

• Regularly review and verify all personal, contract, and document details to prevent delays in processing.
• Ensure that all emergency contacts are up-to-date to meet company requirements for safety and legal compliance.
• Double-check that all uploaded documents meet company standards and legal requirements before sending the fleet or employee to the next step.