There are two ways to setup Approver Matrix, via User Interface and Template Uploading. Most common used is through uploading.
Steps on how to fill out Approver Matrix template:
1. APPROVER_SEQNO - approver's sequence no.
a. 0 - for single approver
b. 1 - for first approver
c. 2 - for second approver
2. APPROVER_EMPID - enter employee's ID
3. APPROVER_ID - enter approver's ID
After filling out the template, user may upload it to Data Uploader. Path is Organizational Data > Buildup > Data Uploader.
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Steps on how to manually add Approver Matrix (via User Interface)
1. Go to Organizational Data > Setup > Approver Matrix
2. Click Add button.
3. Fill out data fields:
a. # - approver's sequence no.
i. 0 - for single approver
ii. 1 - for first approver
iii. 2 - for second approver
b. Employee - select employee's name
c. Approver - select employee's approver
d. OIC - leave blank
e. OIC Start - leave blank
f. OIC End - leave blank
4. Click Insert button.
Steps on how to manually add Approver Matrix (via User Interface)
1. Go to Organizational Data > Setup > Approver Matrix
2. Click Add button.
3. Fill out data fields:
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a. # - approver's sequence no. |
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4. Click Insert button.