Dynamic Approval Routing Reports to Structure

The "Reports to" structure is used for the Dynamic Approval Routing to define to whom each user reports to.

If a customer intends to use hierarchical roles or the reports to ("up # levels") to populate the flow, the "Reports to" structure must be implemented for Dynamic Approval Routing. If a customer intends to use only functional roles, the customer can still implement Dynamic Approval Routing but the "Reports to" structure does not need to be populated.

The "Reports to" structure should be done via a user integration. If an integration is not used, the system administrator can alternatively manually configure all users involved in the Dynamic Approval Routing via the User Accounts feature in SmartOrg (Configuration > SmartOrg Administration > User Accounts). When configuring user accounts:

• All users must be classified as having the "Current" employee status.

• All users must have an "Employee Manager" specified. This is who the user reports to.