Overview
Community and enterprise users can take the burden off of approving trusted HERO applicants by using the auto approve feature. In this guide, we will cover the basics of how to enable Auto Approve and other information you need to know.
Setup Auto Approve
Setting up Auto Approve slightly varies based on your user type. In order to start adding Heroes to your auto approval list, you must set up the auto approve functionality in your community settings first. If you are a community user, follow these steps. If you are an enterprise user, you’ll follow a different set of steps.
For community users:
1. Go the your Community page, scroll down to the section titled Auto-Approve Settings.
2. Toggle Enable Trusted HERO Auto-Approval to ON. You must also set a maximum number of hours per week that the auto approve function will be allowed for.
As an example, if you set the maximum at 30 hours per week, the auto approve functionality will not work on a HERO if their maximum number of hours is expected or has already exceeded the 32 hours for the current week.
3. Click the ‘Update’ button to save your changes
For enterprise users
1. Go to the ‘Communities’ section and open your list of communities:
2. Select a community.
3. Under the community profile, select All Information & Document
4. Go to the Roles & Pay Rates tab.
5. In the ‘Auto-Approve Settings’ section, turn on the option called ‘Enable Trusted HERO Auto-Approval.’ Then, set the maximum number of hours a HERO can work per week.
For example, if you set the limit to 32 hours, the system will not auto-approve any HERO whose scheduled or completed hours for the week are expected to go over that limit.
6. Click the ‘Update’ button to save your changes.
Auto Approving a HERO
Option 1
To use Auto-Approval, you need to enable it on each HERO’s profile. This option is only available for Heroes who have already worked at least one shift in your community.
Follow these steps:
- Open the HERO’s profile.
- Find the setting called “Trusted HERO Auto-Approval” and switch it to ON.
3. As an enterprise user, you may be required to select the communities which the HERO is Auto-Approved for.
4. Enterprise users can manage the list of communities at any time by clicking on the gear icon that appears next to the auto approve option.
5. To turn off auto-approval for a HERO, just go to their profile and switch the ‘Trusted HERO Auto-Approval’ setting to OFF.
Option 2
Add a HERO to Auto-Approval from a Shift Approval Popup.
When you approve a HERO for three consecutive shifts, a popup will appear asking if you’d like to add them to your Trusted HERO Auto-Approval list.
You’ll have three options:
- Tap “Yes” to add the HERO to your auto-approved list.
- Tap “No” to close the popup and keep the HERO off the auto-approval list.
- Tap “Don’t Show This Again” to stop this popup from appearing again for that specific HERO.
Auto-Approved List
Enterprise users can view how many child communities have auto-approved a HERO by following these steps:
- Open the HERO’s profile.
- Hover over the “Auto-Approved Communities” row to see the number of communities where this HERO is trusted and auto-approved.
Here, you can view the history and see how many communities have Auto-Approved this HERO.
Troubleshooting
Having problems, reach out to our support team via herosupport@doyoukare.com or through in-app messagingIf you’re experiencing any issues, we’re here to help!
Reach out to our support team at herosupport@doyoukare.com or send us a message through the in-app chat.
