Approval Process Overview

Use the Approval Process features to set up and manage:

• the leave approval process used in the Employee Self-Service module

• the requisition approval process used in the Purchasing module

The person setting up approval processes must have either Fund Administrator template permissions or view/edit/delete permissions for all groups in the Administration - Approvals module.

The Approval Processes - Summary window provides an overview of all approvers and the processes they're assigned to.

Setup the approval process

Approvers can be added to approval levels in either the Approvers window or the Approval Levels window.

1. Create approvers

2. Add approval levels

3. Add approval processes

4. Add approval processes to requisitioners — requisitioners are the people authorized to create the requisitions and leave requests, not to approve them

Other Approval Process functions

• Edit & delete approvers

• Edit & delete approval levels

• Edit & delete approval processes

Return to Purchase Requisitions Overview

Return to ESS Administrators Overview

Return to Employee Self-Service Overview

Return to Administration Overview

Return to Fiscal Year End Rollover Checklist