Adding or substituting approvers to a case in HR Service Delivery Agent Workspace
HR cases can be set up to require approvals before it can progress to completion.
The HR service configures actions related to approvals. For more information on HR service configuration, see Configure an HR service.
When a case requires an approver, the request for approval appears in the approver's Employee Center or portal under To-dos.
| Number | Description |
|---|---|
 |
Select To-dos. |
 |
To approve, select Approve. To reject, enter a reason and select Reject. |
In HR Service Delivery Agent Workspace, the child tab Approvers lists all requested approvers.
Multiple approvers required
HR services has an optional configuration that requires multiple approvers. When configuring an HR service, select approvers from the fields on the HR case. For example, select Subject person manager as an approver. Using fields from a case provides maximum flexibility when assigning an approver. By assigning an approver from the case, it's possible an approver cannot be found. For example:
- Subject person manager is the approver.
- The Subject person's HR profile does not contain a manager.
- Or, the Subject person's manager recently left the company.
When an approver is missing, the following message appears:
Add or substitute an approver to a case in HR Service Delivery Agent Workspace
Using HR Service Delivery Agent Workspace you can add an approver or substitute missing approvers for cases that require approval.
Before you begin
Procedure
-
Select Add Approvers from the list of UI actions (tabs
at the top of the form).
-
Select replacement approvers or add new ones.