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How do I set up an approval process for requisitions?

Create an approval process to send requisitions. You can create a single requisition approval process for the entire company or create a requisition approval process for each department.

Guidelines

  • If more than one approval process is assigned to approve requisitions, Connect will choose the first approval process from the list of approval processes for requisitions.

Step 1: Set up an approval group for requisitions

Set up the users who can approve requisitions. See the help topic titled How do I add an approval group? 

Step 2: Add an approval step for requisitions

Set up the approval steps the requisition requires to be approved. An approval process requires at least one approval step. The number of approval types in the requisitions approval process depends on the guidelines set by your organization for approving requisitions.

See the help topic titled How do I add an approval step?

Step 3: Create an approval process for requisitions

Connect can route requisitions through an approval process where approvers can review the item and then approve it or reject it.

See the help topic titled How do I add an approval process?

 

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