Approval Groups

Use the Approval Groups table to:

• Search for approval groups by ID, name, workflow type, or task.

• Add, update, and delete approval groups.

• Define the approvers for the approval group.

• Link approval groups to employee and posting groups.

• Print the Approval Groups Table report.

Menu Path

From the System Administration menu, select Workflow (Legacy). From the Human Resources Workflow Tables menu, select Approval Groups.

Tabs

The Approval Groups page includes the following tabs:

Action Bar

The following items display on the Action Bar when you are adding or updating information in the Approvers, Employee Groups, and Posting Groups tabs. They are not available in the Details tab.

Add Approval Groups

1. Open the Approval Groups page.

2. Click Add New to access the Details tab. The Approval Group ID field displays the word AUTO and cannot be accessed. When a group is saved, the system assigns an ID number to this field that is the key to identifying the group.

3. In the Approval Group Name field, enter the group title.

4. In the Workflow Type field, select the type of workflow associated with the approval group.

5. In the Workflow Task field, select the task associated with the approval group.

6. On the Approvers tab, enter the employee numbers of the users who will be the approvers for the group.
   

   • The Level field, which is display-only, represents the approval level. Level 1 is the highest level of approval. When a workflow is initiated, the notification will be sent to the lowest level of approval first. Once the user approves the e-Form, the notification is sent to the next level of approval. The final approval, Level 1, ends the workflow.

7. On the Employee Groups or Posting Groups tab, enter the employee or posting groups associated with the approval group.
   

   • The title of this tab depends on the Workflow Type of the groups being entered.

8. Click Accept.

Update Approval Groups

1. Open the Approval Groups page.

2. In the Search Criteria section, enter criteria identifying the groups to list, and then click Search.

3. In the List section, select a group, and click Accept to access the detail of the record.

4. Enter your changes in the Details, Approvers, and Employee Groups or Posting Groups tabs.

5. Click Accept.

Delete Approval Groups

1. Open the Approval Groups page.

2. In the Search Criteria section, enter criteria identifying the groups to list, and then click Search.

3. In the List section, select the group to delete.

4. Click Delete.

5. In the Confirmation dialog, click Yes.

Generate the Approval Groups Table Report

1. Open the Approval Groups page.

2. In the Search Criteria section, enter criteria identifying the groups to include in the report, and then click Search.

3. Click Print.

4. In the Print window, specify how to generate the report, and then click OK. The report's default file name is appgrprpt.rpt.

Fields and Descriptions

Details Tab

Approvers Tab

Use this tab to add or delete employees from the approval group. Use the Action Bar's Delete Row item to remove an employee from the tab's listing.

Employee Groups Tab

This tab displays only when an approval group is associated with a Human Resources Workflow type. For information on these groups, refer to Employee Groups.

Posting Groups Tab

This tab displays only when an approval group is associated with a Recruitment Workflow type. For information on these groups, refer to Posting Groups.