This article will show you how to setup 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.
Order matters! The order the approvers are in is the order the review will be routed in.
- 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