How_do_I_add_an_approval_process_

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

  • 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.

  • Click the Approval Types tab. The Approval Step pane shows all of the steps in the approval process.

  • Click Add Approval Steps.

 

 

 

  • 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.

  • 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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