1. Employee Management
  2. Employees
  3. Employee Change Requests
  4. Prerequisites for Employee Change Requests
  5. Approval Workflow for Employee Change Requests
  6. Setting Up a Custom Approval Workflow for Employee Change Requests
  7. Setting Up State 3: Final Approver

Setting Up State 3: Final Approver

After you set up State 2: Next Approver, set up State 3: Final Approver. If the employee you assigned in State 2 approves the employee change request, the employee change request is sent to the final approver.

Important:

The final approver must have permission to make changes to the employee’s record for the fields specified in the employee change request. For more information, see Advanced Employee Permissions for Employee Change Requests.

Note:

You should set the final approver in your workflow to be an HR personnel so they can check the employee change request for accuracy.

State 3: Final Approver

To set up State 3: Final Approver:

  1. If you have not set up State 2, go to Setting Up State 2: Next Approver.

  2. In the diagrammer, click State 3: Final Approver.

  3. To set the next approver:

    1. In the context panel on the State subtab, click New Action.

    2. In the New Action window, click Set Field Value.

    3. In the Field list, select Next Approver.

    4. In the Value field group, choose Static Value.

    5. In the Selection list, select the name of the employee you want to be the final approver.

  4. To set the final approver to true:

    1. In the context panel on the State tab, click New Action.

    2. In the New Action window, click Set Field Value.

    3. In the Field list, select Final Approver.

    4. In the Value field group, choose Static Value.

    5. Check the Checked box.

    6. Click Save to save the action.

Transition to State 4: Complete

To set up the transition to State 4: Complete:

  1. In the diagrammer, hover over the bottom of State 3: Final Approver. The icon becomes a filled half-circle.

  2. Drag the icon to State 4: Complete.

  3. In the workflow diagrammer, double-click the transition arrow from State 3: Final Approver to State 4: Complete.

  4. In the To list, select State 4: Complete.

  5. In the Transition On list, select After Record Submit.

  6. In the Event Types list, click Approve.

  7. In the Condition field group, select Visual Builder.

  8. Next to the Condition field, click the Open icon to open the Condition Builder.

  9. Enter the following:

    1. In the Field list, select Next Approver.

    2. In the Compare Type list, select Any Of.

    3. In the Selection list, select Current User.

  10. Click Add to add the condition, and then click Save to save the condition.

  11. Click Save to save your changes to the transition.

  12. To continue with the Employee Change Request Workflow, go to Setting Up State 4: Complete.

Related Topics

General Notices