How do I approve or reject additional documents in llama.id?

Modified on Tue, 8 Aug, 2023 at 11:40 AM

How-to Video

Reject additional documents

Summary

When you request additional documents in llama.id, and the employee has submitted the relevant documents, you will be notified to take the relevant next steps. At this point you can either approve the documents, or reject with feedback to get the additional document or information updated.

Follow the relevant guidance below to support you with your document processing.

How will I notified when an additional document is submitted by my employee?

When your employee has submitted their documents, you will receive a notification to review them to either approve or reject them with feedback.

When getting the email and notification of documents being submitted, go to your llama.id dashboard
You can either click on the notification to review the documents
Or search for the user and go to their profile and click open the documents section

Notification click	Profile view

How can I approve additional documents?

When you have followed the above steps to view the documents you will be able to see options on the decision you want to make
If you want to approve the document you can click the approve button
By clicking the "Approve" button this doesn't need any verification and this will submit the qualification as approved instantly

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How will it look on the employee's profile?

How can I reject additional documents?

When you have followed the above steps to view the additional documents you will be able to see options on the decision you want to make
If you want to reject the additional documents you just have to click "reject with feedback"

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By clicking this and confirming the rejection, the status will get updated to 'rejected'
The employee will be sent a notification to review the rejected document and review the feedback
The employee can make the relevant edits and resubmit back to you to review and approve.

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