The HR Hierarchy Workflow streamlines the approval process by routing submitted documents through the appropriate levels of authority, starting with the submitter's reporting manager. The document continues through the hierarchy until it reaches an approver with the necessary authority to either approve or reject the request, ensuring a clear and organized approval structure.
Prerequisites
You have access to the Admin console.
Access the Admin Console:
Navigate to the Admin Console.
Open Workflow Configurations:
Go to the Approvals section.
Click on Workflows.
Create a New Workflow:
Click on Add Workflow to create a new one.
Rename the workflow to a suitable name and select the desired workflow scope.
Add and Configure Levels:
Click on Add Level to set up approval levels within the workflow.
Rename the level as needed.
For the workflow type, select HR Hierarchy.
Save the Workflow:
Click Save to save your changes and finalize the setup.
For more details on creating and assigning purchase authorization limits to users, refer to the Guide on Creating and Assigning Purchase Authorization Limits.