Create a Supervisory Hierarchy

Assign approvals based on the supervisory hierarchy, designating assignments based on a starting point and the number of levels or minimum and maximum level in the hierarchy.

  1. Add a supervisory hierarchy.
  2. In the Start of hierarchy drop-down, select or search for the user you want to start from, for example you can start from the Manager of the Preparer or Manager of Requester for approval.
  3. Select whether the hierarchy uses Number of levels or Job Level.
  4. If you select Number of levels, enter the number of levels the hierarchy should include and select or search for the Highest supervisor allowed in the approval routing.
  5. IIf you select Job Level, enter a minimum job level, required approvers, and the highest supervisor in the hierarchy.