How can I configure a workflow that allows ESS users the ability to select a specific approver to send the item to?
This feature is available on Master edition
The "Workflow Role Selection" On Approval, Send To option enables the configuration of a workflow path where multiple employees, each responsible for approving different workflow items, can be linked to the same workflow. Once a claim or leave item is submitted, ESS users can then choose the appropriate approver from the available dropdown menu.
Navigate > Config > Basic Settings > Company Settings > Workflow Configuration
Step 1: Advise the details relating to the workflow item.
Step 2: When configuring the workflow path section, select the "Workflow Role Selection" On Approval, Send To option.
Step 3: After selecting the "Workflow Role Selection" option, a second dropdown will appear. Choose the relevant "Workflow Role".
Step 4: After configuring the workflow path, select to save the changes.
When an employee submits a workflow item, such as a claim, they will be able to select the appropriate approver associated with the chosen Workflow Role.
Important
The "Workflow Role Selection" option will only work if multiple employees are associated with the same Workflow Role.
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