How do you review orders?

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Before you can review employee orders, an approval team must first be set up. Haven't done this yet? Read I want to set up my approval team first. Is your approval team already configured? Then you can continue with the instructions below.

Reviewing orders

Orders with the Ordered status are ready for review. You can find them under Benefits > Orders. At the top of the page, you'll see the options All and Orders awaiting approval. Click Orders awaiting approval to view all orders that require your approval.

 Instructions: Approving orders

1. Log in as a Tenant.
2. Go to Benefits > Orders.
3. Find the order you want to approve.
4. At the top of the page, click Orders awaiting approval.
5. Select the order.
6. Scroll down to Approval status. Here you can choose Approve or Reject.
7. Open the Info section to view the order details. Here you'll also find the selected reimbursement method.
8. Click Approve to approve the entire order.
9. Click Reject to choose one of the following options:
   • Request correction: The employee can update the reimbursement details. Enter the required changes in the Reason for correction field so the employee knows what needs to be adjusted before the order can be approved.
   • Cancel order: The entire order is cancelled immediately. The employee can no longer make any changes.
10. Click Confirm.
11. The employee will receive an email explaining whether the order was rejected and the reason for the rejection.

You will also receive a notification in the platform when orders are waiting for review. Click the notification bell in the top right corner of the dashboard, then select the notification to open and review the order.