Siebel Employee Relationship Management Administration Guide > Setting Up Unified Approvals Inbox >

Example Process for Approvals Inbox

The following section describes the processes an administrator and an end user might follow to set up the Unified Approvals Inbox. Your company may follow a different process according to its business requirements.

Administrator Procedures

The Siebel administrator requires administrative responsibilities to:

  1. Create requestor and summary forms. The administrator creates the Requestor and Summary Self-Service forms as described in Setting Up Employee Self-Service.
  2. Create the approval business process. For more information, see Creating an Approval Business Process (Workflow).
  3. Create the Approval Type. For more information, see Creating an Approval Type.
  4. Reference the Approval Type. For more information, see Referencing an Approval Type in a Requestor Form.

End-User Procedures

The end user, an employee, manager or approver, uses Employee Directory to:

  1. Review Submitted Items. The end user reviews submitted items, For more information, see Reviewing Submitted Items (End-User).
  2. Take Action on submitted items. The approver approves or rejects the submitted items. For more information, see Approving and Rejecting Submitted Items (End User).
  3. Review approved items. The employee or manager reviews approved items. For more information, see Reviewing Approved Items (End User).


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003