Review and approve plan configuration changes

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Approvers receive approval tasks to track reviewing, approving, and rejecting changes to a plan configuration.

    Vorbereitungen

    Role required: assigned as approver for a plan configuration

    Warum und wann dieser Vorgang ausgeführt wird

    Approver
    Plan configuration approvers are assigned to a plan configuration by a ServiceNow administrator. Approvers are responsible for reviewing changes that were made by a plan configuration owner. An approver can choose to accept or reject the changes.
    Owner (or co-owner)
    Changes plan configuration, and publishes the changes which initiate the plan configuration approval workflow.

    Prozedur

    1. From the Employee Center service portal, navigate to Journeys page.
    2. Select My Tasks.

      Find the Approve Request task that you want to approve or reject.

      An approval request looks similar to this example.
      Approve Request

Sales Employee Plan Configuration (Demo)

Due in 7 days
    3. Review the changes.
      OptionsDescription
      Approve or Reject changes
      • Approve: Immediately publishes the changes.
      • Reject:
      View comment added by the owner
      1. Select the link to the plan configuration details.
      2. Select the Activity tab.
      3. Review the comments for any special instructions.
      4. Select My Tasks to go back to the approval task, and Approve or Reject add the reason you’re rejecting the changes.
        Hinweis:
        Approving the changes immediately publishes the changes.
      5. Select Reject.
      Hinweis:
      The changes in the request need only one approval to be published. Make sure you understand all the changes to the plan configuration.
      The right pane includes the details of the approval. You can Reject or Approve the changes.