How do I create a workflow path with multiple approvers/steps?

How do I create a workflow path with multiple approvers/steps?

A company level user can configure workflow path with multiple approvers/steps on the Workflow Configuration screen. This is an Advanced Workflow Configuration feature that will be done by specifying the number of steps required in the workflow.

      Navigate > Configuration > Basic Settings > Company Settings > Workflow Configuration

      
    • Related Articles

    • Basic Settings | Creating a Workflow Path

      Overview The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps. Workflows can be setup for Claims, Commissions, Employee Request and/or Leave. Note! Basic Workflow ...
    • Basic Settings | Creating a Workflow Path

      Overview The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps. Workflows can be setup for Claims, Commissions, Employee Request and/or Leave. Edition This feature is ...
    • How do I setup a workflow path according to a security role?

      Make use of the following steps to configure a workflow path according to a security role. Step 1: Create the security role for which you want to set up the workflow path. Related FAQ How do I create a Security Role? Navigate > Configuration > ...
    • How do I setup a workflow path according to a workflow role?

      Use the following steps to configure a workflow according to a workflow role. These steps can also be applied to claim workflow paths. Step 1: For leave workflow paths, enable the "If advanced leave workflow rules are being utilised, enable this ...
    • How do I configure a leave workflow path?

      When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person on the Premier and Master Payroll Edition. Should you need to accommodate more levels of authorisation, a workflow path ...