Approvals

Agents stop here before doing anything your rules say a person must check. Approve to let the run continue, edit first, or reject to stop it.

Client inquiry handling. Open the run

Customer Service Agent wants to send email

Waiting for Tom

Why it needs you: Every outgoing email needs approval

Agent confidence: 92%

Assigned to: Tom Whitaker

Tovictor@alvarezdesign.com

SubjectRe: Payroll setup for new hire

Hi Victor, Congratulations on the new hire. To set them up in payroll we'll need a completed W-4, their start date, and pay rate. Our payroll team usually completes setup within two business days of receiving those. Best, The Northgate client team