ApproveThis manages your Understand.me Integration approvals.

Why Integrate ApproveThis with Understand.me?

Combining ApproveThis with Understand.me creates a seamless bridge between personality-driven team insights and structured approval workflows. While Understand.me organizes personality assessments and team data, ApproveThis adds accountability by ensuring critical decisions – like onboarding new hires or adjusting team roles – follow your company’s compliance standards. Together, they eliminate manual handoffs between HR systems and decision-makers, reducing delays in team management.

For example, when a new team member is added in Understand.me, ApproveThis can automatically trigger an approval workflow to verify their role alignment or budget allocation. This integration is particularly valuable for businesses managing distributed teams, client-facing consultants, or organizations requiring cross-departmental sign-offs.

Key Features That Power This Integration

ApproveThis Strengths

ApproveThis brings precision to decision-making with features like calculated fields (automatically validate budget requests against assessment data) and approval thresholds (auto-approve roles under $5K, escalate larger requests). Its email-based approvals let stakeholders review requests without logging into another platform – ideal for external partners.

Understand.me’s Role

Understand.me provides real-time team analytics, including personality compatibility scores and role-specific assessments. When integrated, these insights can trigger approval workflows. For instance, if a team member’s updated assessment shows leadership potential, ApproveThis can route a promotion request to department heads.

Real-World Use Cases Across Industries

HR Teams: Accelerate Hiring Compliance

When a candidate completes their Understand.me assessment, ApproveThis can automatically create an approval request for their manager to review cultural fit scores alongside traditional hiring documents. A marketing agency used this to reduce hiring cycle time by 40%, ensuring all new hires met both skill and team dynamic requirements before offers were sent.

Consulting Firms: Client-Approved Team Assignments

For client projects requiring specific personality types (e.g., a detail-oriented analyst), the integration ensures clients receive automated approval requests when consultants are assigned. ApproveThis’ approval groups feature allows sequential sign-off from both internal PMs and external stakeholders.

Enterprise IT: Secure Access Approvals

When an employee’s Understand.me profile indicates a role change (e.g., moving to a sensitive department), ApproveThis triggers access permission reviews. Conditional logic ensures only relevant approvers (IT security + new manager) are involved, with real-time tracking for audit trails.

Setup Guide: Connect in 4 Steps

1. Create a Zapier Account: Start with a free account at Zapier.
2. Choose Your Trigger: Select Understand.me’s “New/Updated Team Member” event.
3. Map Critical Data: Connect assessment scores or role details to ApproveThis fields like Request Reason or Budget Impact.
4. Test with Live Data: Add a test profile in Understand.me to confirm the approval request populates correctly.

Pro Tip: Use ApproveThis’ calculated fields to auto-flag requests needing executive review. For example, if a team member’s assessment shows high conflict risk, add a conditional approval step for mediation training budget approval.

Team-Specific Benefits

For HR Leaders

Reduce compliance risks by tying personality assessments to documented approvals. Vacation delegation ensures continuous workflow even when department heads are unavailable.

For Project Managers

Automatically request client sign-off when reassigning team members based on updated Understand.me compatibility scores. Approval thresholds allow instant swaps for junior roles while escalating senior changes.

For Finance Teams

Link assessment-driven role changes to budget impact analyses. If a promotion request exceeds departmental limits, ApproveThis escalates it to CFO-level approvers with pre-built financial context.

Why This Integration Works for External Partners

ApproveThis eliminates license barriers for external approvers. Clients reviewing consultant assignments or vendors approving project teams can respond via email without needing Understand.me access. All actions sync back to both platforms, maintaining a single source of truth.

A logistics company used this to involve external auditors in contractor approvals. Auditors received email requests with embedded Understand.me safety certification scores, cutting approval time from 5 days to 8 hours.

Beyond Basic Automation: Advanced Scenarios

Combine ApproveThis’ conditional logic with Understand.me’s analytics for predictive approvals. Example: If a sales team member’s assessment shows high adaptability, auto-approve regional assignment requests under $10K. For higher budgets, require VP review.

Use approval groups for matrixed organizations. When a matrix team member updates their profile, route requests to both vertical and horizontal managers simultaneously, requiring consensus before role changes.

Getting Started

Ready to transform how your organization manages team-related approvals?

• New Users: Register for ApproveThis and connect your Understand.me account via Zapier.
• Existing Customers: Book a workflow consultation to map assessment data to approval logic.

With both platforms working together, you’re not just automating approvals – you’re building decision-making infrastructure that scales with your team’s complexity.