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Assigning Approval Departments to an Approval Group

After creating the approval group, use the Approval Department Codes grid on the Edit Approval page to assign one or more approval departments to the approval code. Approval departments help determine the approval group to which an employee belongs when the employee's job has an approval department selected in Alio.

You can also remove approval departments from an approval group.

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Assigning Approval Departments

Follow these steps to assign one or more approval departments to an approval group.

To assign the approval departments:

  1. Click the Approval Groups link on the Admin Home page.

  2. Click the Request Type Drop Down List button to select the type of request associated with the approval group to be modified.

  3. In the Approval Groups grid, click the Edit button that corresponds to the approval group to be updated. The Edit Approval Group page appears.

  4. In the Approval Departments grid, click the link. The Add Approval Department page appears.

  5. Click the Filter button to display the Approval Dept Code and Description filter boxes. Use these filter boxes to search for the approval departments to be assigned to the approval group.

  6. Click the check box that corresponds to each approval department to be added to the approval group.

  7. When all approval departments are selected, click the button to return to the Edit Approval Groups page. The approval departments selected display in the Approval Departments grid.

  8. When finished, click the button return to the Approval Groups grid.

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Deleting a Job Code from an Approval Group

Follow these steps to remove a job code from an approval group.

  1. Click the Approval Groups link on the Admin Home page.

  2. Click the Request Type Drop Down List button to select the type of request associated with the approval group to be modified.

  3. In the Approval Groups grid, click the Edit button that corresponds to the approval group to be updated. The Edit Approval Group page appears.

  4. In the Approval Departments grid, click the Delete button that corresponds to the approval department to be removed. The message "Approval department deleted" displays.

  5. Click the button to close the message and return to the Edit Approval Group page. Note that the approval department no longer displays in the grid.

  6. When finished, click the button return to the Approval Groups grid.

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