How to setup Approvers?

FAQ

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:

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.

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