Overview
This article will show you how to set up Approvers for a review. This information is kept on the Employee Record. When a review is created, it will pull the workflow from the employee record.
Important Note
Order matters! The order the approvers are in is the order the review will be routed in.
Instructions
- Navigate to Employees
- Select an employee
- Select Workflow Setup
- Select Edit under Approver Setup
- Filter by department or search by name to find approvers
- Select the person to add and move them to the right
- Use the arrows to move individuals up in down in the list
- Note: The order the individuals are in is the order in which the review will be routed for approval. Everyone listed in the right-hand box and the order that they are in will become your review workflow.
- Move individuals back and forth or up and down in the list until you have the correct selection/order
- Click Save
- Review Approval is now set up
Comments
Let us know what was helpful or not helpful about the article.0 comments
Please sign in to leave a comment.