Approving an Onboarding Invitation

This guide provides a step-by-step process for approving onboarding invitations within the Eftsure portal.

1. Access the Onboarding Invitation

1. Log in to the eftsure portal with your credentials.

2. Navigate to the Onboarding section.

3. Select the specific onboarding record you wish to review. Click on the name of the entity to open the onboarding.
   
   

2. Review the Onboarding Details

1. Confirm the Status is set to "Under review" and check the Approval step. In this case, it is "Approval 1."
   

2. Note that the approval process can only take place when the status is Under Review.
   

3. Review the details of the onboarding.
   

4. Note that the Support Reference number can be found to the right of the onboarding status. Please always include this number when logging a support ticket. 
   

3. Perform Actions

1. Use the Actions panel on the right-hand side to manage the invitation:

   • Click Excel Export or PDF Export to save a record of the onboarding details if required.

   • Select Update Inviter to modify inviter details when necessary. Keep in mind that this option is only visible to users with the Onboarding Manager user right.

     
     
     

4.  Approve or Reject the Invitation

1. After verifying all details, the approval buttons can be found either at the bottom of the page, or underneath the Actions section on the right-hand side of the page. 

   • To reject the onboarding, use the Reject button. This action will nullify the onboarding, and no changes can be made while in this status.

   • The Transfer button has two functions:
     1. To Previous Approver: This option rejects the onboarding back to a previous approval step. This allows a previous approver to update or change the information.
     2. To Onboarding Entity (Incomplete): This option will mark the onboarding as incomplete. This action enables the entity to make changes to the submitted onboarding.

   • If required, the Set Entity Reference button will appear during your approval step. Click it to set the entity reference and the division, if relevant.

   • If you are on the last approval step, the Accept button will be available for final approval. 
     
     

     
     
     

Notes

• Ensure all information is accurate and valid before granting approval.
  

• Any outstanding errors (e.g., “Bank account details invalid”) must be resolved prior to proceeding.
  

•  For further assistance, please reach out to your eftsure administrator or support team.