How do I add an approval step?
Use an approval step to group together the approvers who will be assigned to an approval process. Only the approvers listed in the approval step will have the authority to approve or reject items that are assigned to the approval process.
Adding an approval step
1. Open Connect Payroll > Organization > Approval Types.
2. Click New (CTRL+N).
3. Click to select the field titled Approval Step, and then enter the name of the approval step.
Example: Manager's approval
4. Click to select the field titled Description, and then enter a brief description of what happens at the approval step.
The next step is to add the approvers who can approve an item assigned to this approval type.
5. Click Add Approval Users.
The Search form displays.
6. Click to select the names of the approvers who can approve items assigned to this approval step.
To select more than one approver, press and hold the CTRL key on the keyboard and then click on each approver's name.
7. Click OK.
The approvers' names display in the Approvers list.
8. Click Save (CTRL+S).
The approval step is saved. After you add all of the approval types that you'll use in an approval process, the next step is to set up the approval process. See the help topic titled How do I set up an approval process?
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