Document Approval

This section lists the components of the document approval workflow.

Description

Information Type	Description
Action Description	The system sends an e-mail notification to the Benefits Administrator when an employee uploads a life event document. The Benefits Administrator approves or denies the document uploaded by the employee. The system sends an e-mail notification to the employee when the Benefits Administrator approves the document, and allows the employee to start benefits enrollment for the life event process.
Notification Method	Worklist.

Events and Templates

The following events and generic templates are used to generate e-mail notifications for the document approval workflow:

Event	Prerequisites	Template Name	Description	Recipients
Route for Approval	Proof required is selected on the Life Event Rules table. Approve Documents is selected on the Life Event Rules table. Employee uploads a document.	HC_HEB_AWAITING	Notifies that the document is awaiting approval.	Benefits Administrator
On Final Approval	Benefits Administrator approves the document uploaded by the employee.	HC_HEB_APPROVED	Notifies that the document was approved.	Employee
On Final Denial	Benefits Administrator denies the document uploaded by the employee.	HC_HEB_DENIED	Notifies that the document was denied.	Employee

Workflow Events

Event	Object Name	Description
Route for Approval	Participant	Approver (e-mail notification will be sent to the Benefits Administrator)
	Template Name	HC_HEB_DOC_AWAITING
	Menu Name	Administer Base Benefits
	Approval Component	W3EB_APPR_SUMMARY
	Menu Action	Update
On Final Approval	Participant	Requestor (e-mail notification will be sent to the employee)
	Template Name	HC_HEB_DOC_APPROVED
	Menu Name	W3EB_MENU
	Approval Component	W3EB_ATTACH
	Menu Action	Update
On Final Denial	Participant	Requestor (e-mail notification will be sent to the employee)
	Template Name	HC_HEB_DOC_DENIED
	Menu Name	W3EB_MENU
	Approval Component	W3EB_ATTACH
	Menu Action	Update