Modifying Approval Chains

Follow these procedures to modify an existing approval chain.

Adding an Approval Level

Follow these steps to add an approval level to an existing approval chain.

Click the Approval Hierarchy link on the Admin Home page.
Click the Approval Chain Type Drop-down List button to select the request type for this approval chain.
If modifying a leave request approval chain, click the Leave Type Drop-down List button to select the leave type associated with this approval chain. Skip this step for all other approval chains.
Click the button to insert a new line in the gridA grid is a table that may display in the Center Pane. The grid will list records that apply to the selected link..
Click the Approval Group Drop-down List button to select the approval group to which the approvers belong.
In the Level field, type the approval level for the approver group. Remember to assign the lowest approval level to the first approval group.
Click the button to save the approval hierarchy level. The [Request Type] Approval Hierarchy grid displays with the new approval group.
After adding the approval level, make the following modifications:
If necessary, modify the levels assigned to the other approval groups in the approval hierarchy. Refer to Modifying an Approver Level in the Approval Chain for more information.

Assign the approvers to the approval group level. Refer to Adding Approvers to each Approval Chain Level for more information.

Follow these steps to change the level assigned to an approver in an approval chain.

Click the Approval Hierarchy link on the Admin Home page.
Click the Approval Chain Type Drop-down List button to select the request type for this approval chain.
If modifying a leave request approval chain, click the Leave Type Drop-down List button to select the leave type associated with this approval chain. Skip this step for all other approval chains.
Click the Edit button that corresponds to the approval group to be modified. The [Request Type] Approval Chain Level page appears.
In the Level field, type the level within the approval hierarchy that is assigned to this approval group.
Click the button.

Follow these steps to remove an approver from an approval chain.

Click the Approval Hierarchy link on the Admin Home page.
Click the Approval Chain Type Drop-down List button to select the request type for this approval chain.
If removing an approver from a leave request approval chain, click the Leave Type Drop-down List button to select the leave type associated with this approval chain. Skip this step for all other approval chains.
In the [Request Type] Approval Chain grid, click the Edit button that corresponds to the approval group to be modified. The [Request Type] Approval Chain Level page appears.
In the Approvers at this Level grid, click the Delete button that corresponds to the approver to be removed from the approval group. The message "Approver deleted" displays.
Click the button to close the message.
Click the button to save the modified approval chain level.

Follow this procedure to remove a level of the approval chain.

Click the Approval Hierarchy link on the Admin Home page.
Click the Approval Chain Type Drop-down List button to select the request type for this approval chain.
If removing an approval chain level from a leave request approval hierarchy, click the Leave Type Drop-down List
button to select the leave type associated with this approval chain. Skip this step for all other approval chains.
In the [Request Type] Approval Hierarchy grid, click the Delete button that corresponds to the approval chain level to be removed. The message "Approval Chain Level Deleted" displays.
Click the button to confirm the removal of the approval chain level. The [Request Type] Approval Hierarchy grid is refreshed and the approval level is removed.