Add adhoc approvers to a case

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

    • Provide your agents with the flexibility to add adhoc approvers to a case that is part of an HR service.

    Vorbereitungen

    For example, in certain scenarios where in an employee's requests falls outside the bounds of the standard process or the agent needs to take an additional approval, an HR agent might need to request an adhoc approval before proceeding with its fulfillment.

    Role required: sn_hr_core.case_writer

    Prozedur

    1. Navigate to HR Case Management > Assigned to me.
    2. Open a case that is in Ready or Work in progress state.
    3. In the Related links list, click Add an approval.
      Hinweis:
      • This option appears only to the Assigned to user, when the case is in Ready or Work in progress state.
      • Administrator must have configured the Agent Can Add An Approval option on the HR service to which the HR case is associated.
    4. Fill in the required fields in the Add an approval window.
      Tabelle : 1. Add approvers
      Field Description
      Approver users Users who must approve the request.
      Wait for Conditions that you want to set for the approval flow.
      • Anyone to approve: If any one of the approvers approves the request, the approval flow will be complete.
      • Everyone to approve: Only if all the approvers approve the request, the approval flow will be complete.
      • First response from anyone: The first response of any one approver is taken into consideration. For example, if one of the approvers first rejects the request, the flow will be rejected; if one of the approvers first approves the request, the flow will be approved.
      On rejection Conditions that you want to set when an approver rejects a request, for example, allow resubmission of approvals, or mark it as close incomplete.
      Reason Reason for initiating the approval flow.
      Additional Comments Any other information that you want to share with the approvers.
    5. Click Send for approval.