Employee Readiness Core Approval Portal

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Employee Readiness Core Approval Portal

    The Employee Readiness Core Approval Portal allows organizations to approve or deny submitted COVID-19 vaccine doses, vaccine exemptions, and health test results. It is part of the Employee Readiness Core solution and requires installation of both Health and Safety Testing and Vaccination Status applications, although organizations can choose to use either or both.

    Show full answer Show less

    Setup and Access

    To use the Approval Portal, users must have one of the following roles: Vaccination Status admin, Health and Safety approver, or Approval Portal manager. Managers with the Approval Portal manager role can only access approval records for their direct reports. This role is automatically assigned to managers if at least one of these properties is enabled:

    • Allow managers to update health test results
    • Allow managers to update vaccine response records
    • Allow managers to update vaccine exemption requests

    Each activated property grants managers access to specific types of approval records, and enabling multiple properties increases their capabilities accordingly.

    Key Features

    • View, approve, or deny COVID-19 health test results
    • View, approve, or deny employee vaccination status and dose details
    • View, approve, or deny vaccination exemption requests
    • Review attachments and documentation submitted with responses and requests via an integrated document viewer supporting multiple formats
    • Add work notes to records for tracking and communication

    Approval Portal Interface

    The Employee Readiness Approvals page organizes records into tabs to manage different approval statuses:

    • Approvals to review: Lists records pending approval or denial
    • Approved: Displays all approved vaccine responses, exemption requests, and health tests
    • Denied: Displays all denied records of the same types

    Users can filter records by type, search using a "starts with" search behavior, and sort results to efficiently manage approvals.

    The Employee Readiness Core Approval Portal enables you to approve or deny submitted COVID-19 vaccine doses, vaccine exemptions, and health tests.

    Installation and setup requirements

    The Approval Portal is included with Employee Readiness Core. To use the Approval Portal, your organization must install Health and Safety Testing and Vaccination Status.
    Note:
    Both applications must be installed, but your organization does not have to use both applications.

    Using the Approval Portal

    To use the Approval Portal, you must have either the Vaccination Status admin [sn_imt_vaccine.admin], Health and safety approver [sn_imt_core.health_and_safety_approver], or Approval Portal manager [sn_imt_core.approval_portal_manager] roles.

    Managers with the Approval Portal manager role can see only approvals for their direct reports. This role is automatically assigned to all managers as long as one of the following properties is enabled:
    • Allow managers the ability to update health test results [sn_imt_health_test.allow_managers_ability_to_update_test_result_records]
    • Allow managers the ability to update vaccine response records [sn_imt_vaccine.allow_managers_ability_to_update_vaccine_response_records]
    • Allow managers the ability to update vaccine exemption requests [sn_imt_vaccine.allow_managers_ability_to_update_vaccine_exemption_records]

    Each property provides managers access to the Approval Portal, however, managers are able to see and interact with only records associated with the activated property. Activating multiple properties grants additional capabilities to the reviewing managers.

    You can perform the following tasks on the Approval Portal:

    The Employee readiness approvals page provides employee vaccine and health records in the tabs listed in the following table. You can filter the records that are displayed by selecting a record type from the Record type field list, using the search bar, or changing the Sort field list.
    Note:
    The search behavior for the Approval Portal is a starts with search.
    Table 1. Employee readiness approvals page tabs
    Tab Description
    Approvals to review Lists records that have not been approved or denied.
    Approved Lists all approved vaccine responses, exemption requests, and health tests.
    Denied Lists all denied vaccine responses, exemption requests, and health tests.