Approve profile change requests
Review and approve or decline the name, date of birth, PAN and bank changes employees ask for.
On this page
Employees can edit their own contact details, addresses and emergency contacts directly. Sensitive details need HR approval. These arrive on the Profile Requests page.
| Section | Fields that need approval |
|---|---|
| Primary details | First name, last name, gender, date of birth, nationality |
| Identity information | PAN |
| Bank account | Bank, account number, IFSC, branch |
Before you start
- You need employees.view to see requests and employees.manage to decide them.
Steps
- Go to People → Profile Requests ( open Profile Requests).
- The Pending tab lists open requests with the employee, the section and each change (old value → new value).
- Check the supporting document the employee uploaded, for example in Documents.
- To accept, click Approve. The new values are written to the employee record straight away.
- To refuse, type a note in Note (required to decline) and click Decline.
Use the Approved, Declined, Withdrawn and All tabs to see past requests.
What happens next
- The employee is notified either way. A declined request shows your note on their profile so they know what to fix.
- An employee can have only one pending request per section, and can withdraw it before you decide.
Note
Approved values go through the same checks as the employee form. For example, a PAN already used by another employee can't be approved.
Still stuck? Email info@cybexinnovation.com or WhatsApp +91 89277 73048.