Proposed Coworkers

When your company requires approval for new Coworkers, a Coworker you create is submitted as a proposal and starts in the Proposed phase. It exists, and its Supervisor can keep setting it up, but it cannot be used until an admin or executive approves it. Your administrator chooses this behavior (see Hiring a Coworker).

While a Coworker is proposed#

• Nobody can chat with it, trigger it or give it work. It does not appear in the chat picker.
• It has no terminal on its computer.
• Its Supervisor can keep editing it: job description, expectations, scorecard, instructions, Knowledge Bases, secrets, model, Team and Supervisor.
• Its details page has no Chat with button, no Triggers card and no VM Terminal card, and its roster card has no Chat button.
• It is visible to its Supervisor, the person who created it, admins and executives.

Finding proposals#

The Coworkers roster has a Proposed · awaiting approval section above the other Coworkers. Admins and executives see every proposal. Supervisors and creators see the proposals they are responsible for. Open a card's Details to review it. For an admin without the Manage Coworkers or Executive ability, the page shows only this section, which is all they need to approve.

If you can approve proposals, the number of proposals waiting for you appears as a badge beside Coworkers in your profile menu, beside your name, and next to the Proposed · awaiting approval heading. A Coworker you can approve also shows Awaiting your approval beside its name on its details page. The badge does not count proposals you made yourself as an executive, because someone else has to approve those.

Approving, giving feedback or retiring#

You approve proposals if you have the admin or executive ability. Admins can approve any proposal, including one they proposed themselves. An executive who is not an admin cannot approve a Coworker they proposed. Another admin or executive needs to review it.

A proposed Coworker's details page opens with a banner, Proposed — awaiting approval. For an approver who is also the Coworker's Supervisor it says the Coworker can't be used until you approve it, and that you can still change anything about it first. For an approver who is not the Supervisor it says the Coworker can't be used until it's approved, and to review it, then approve it or leave feedback. Below the banner, an approver has three choices:

• Approve to Interview moves the Coworker to the Interview phase. The approval is recorded in its Lifecycle history, and the Coworker becomes usable by its Supervisor, as in any Interview. See Advancing a Coworker and retiring it.
• Leave feedback opens a box ("What should change before this Coworker is approved?"). Select Send feedback to add the note for the Supervisor and creator. The Coworker stays Proposed. Everyone who can see the proposal can read the thread on the details page, under Feedback from approvers. Like approving, feedback is available to admins and to executives who did not propose the Coworker.
• Retire retires the Coworker to decline it. Enter a reason and type the Coworker's name to confirm. This cannot be undone. Admins and executives can retire a proposal, as can its Supervisor. An admin who proposed it can too, from the Lifecycle card.

There is no separate rejection step. To decline a proposal, leave feedback and wait for changes, or retire it.

The audit record#

When a Coworker is proposed, receives feedback, is approved or is retired, the event is recorded in the audit log with who did it. People with the auditor ability see it under Coworkers in the Audit tab, with a Coworker approvals card that counts proposals Awaiting approval, Approved and Sunset before approval. See The Audit log.

If you proposed a Coworker#

After you submit, you see that the Coworker is waiting for approval. If you are an admin, you see the approval buttons and can approve it yourself. If you are an executive without the admin ability, you do not see them; another admin or executive has to approve it. If you are its Supervisor, keep editing it from its details page; the approvers' feedback appears there. Once an approver approves it, it is in Interview, where its Supervisor can chat with it.