How do I add an approval process?
Connect can route items through an approval process where approvers can review the item and then approve it or reject it.
Before you get started
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Add approval steps to the Approval Types table. See the help topic titled How do I add an approval step?
Adding an approval process
1. Open Connect Payroll > Organization > Approval Processes.
2. Click New (CTRL+N).
3. Click to select the field titled Approval Process.
Use this field to enter the approval process name. It may be helpful to use a name that describes the purpose or function of the approval process.
4. Add an approval type to the approval process.
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Click the Approval Types tab. The Approval Step pane shows all of the steps in the approval process.
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Click Add Approval Steps.
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Use the Search form to select a step to add to the approval process. Remember, only the steps that have been set up in the Approval Types table will be displayed in the Search form.
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Click OK when you're finished adding steps to the approval process.
5. Click Save (CTRL+S).
The approval process is saved. Now you can add the approval process to an action or task list.
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