Quarterly reviews are conducted by main administrators and user administrators in IAMconnected.
You can conduct the quarterly reviews in 2 ways
- Via the quarterly review screens (you access this via the reminder email).
- Via the user overview report. This method is particularly useful for large numbers of employees.
Conducting quarterly reviews via the quarterly review screens
In the Quarterly reviews screen (accessible via the reminder email), you see the list of employees yet to be verified. With the arrow behind the employee, you can see the details of the respective employee and you can suspend or delete them. To verify, follow these steps. You are already logged in and have followed the link from the email to conduct the quarterly review.
- Select the employees you want to verify by clicking on the checkbox in front of the names. So skip the employees you cannot verify (yet).
- Press the Validate employees button. You will receive a confirmation on the screen once this is a success. The reviewed employees will also disappear from the list.
Once all employees have been verified, Quarter completed will appear on the screen.
Quarterly reviews via the user overview report for large groups of users
This second method is particularly suitable for reviewing larger numbers of employees.
- On the Employees tab, you can download the list of employees via the Download user overview button. You can open this download in, for example, Excel or load it into your own review tool.
Tip: compare the list (automatically) with an internal up-to-date list of employees. Use the email address as a search key. - Check whether all employees on the list still need access. Go to the Employees tab. Find the respective employee and press the arrow behind the employee to open the detail screen. Here you can delete employees.
- If you are sure that all remaining employees are still employed, you can verify the entire list of employees at once. Go to the Quarterly reviews tab. Press the top checkbox next to the column names to select the entire list. Press Validate employees to verify all employees. In a popup, confirm this with the Validate all employees button.
Once all employees have been reviewed, Quarter completed will appear on the screen.
Tips for conducting the quarterly review via the user overview
- Click on Date approved to sort the users by the approval date. This way, you can start the verification with the users who were approved the longest time ago.
- As a user administrator, you can only be approved by the main administrator.
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