Use the Copy Hierarchy button at the top of the Approval Hierarchy grid to copy one or more approval chains created for one request type, along with their assigned approvers, to other request types. You can copy both active and inactive approval chains.
You may find the Copy Hierarchy function useful if your organization uses the same approval chains to approve all request types. In this instance, you can create the approval chains for one request type, and then copy those approval chains to the other request types.
You can modify the copied approval chains. Refer to the Modifying Approval Chains topic for more information.
To copy an approval hierarchy:
Click the Approval Hierarchy link on the Admin Home page.
Click the Request
Type Drop Down List button to select the
type of request associated with the approval chain to be copied.
If copying a leave approval
hierarchy, click the Leave Type Drop
Down List button
to select the type of leave associated with the approval chain to
be copied. Skip this step for all other approval chains.
Click the
button. The Copy [Request Type] Approval
Hierarchies page appears (where [Request Type] equals the type
of request selected on the System
Settings - Approval Hierarchy page). The Available
Approval Hierarchies list displays all approval hierarchies
currently defined for the selected request type.
In the Available
Request Types list, click a request type to which the approval
hierarchies will be copied. Click the Right
Arrow button to
move the request type to the Selected
Request Types list. Repeat this step for each applicable request
type.
For example, to copy the Benefit Request approval hierarchies to create the Deduction Request approval hierarchies, move the Deduction request type from the Available Request Types list to the Selected Request Types list.
In the Available
Approval Hierarchies list, click an approval hierarchy to be
copied to the selected request types. Click the Right
Arrow button to
move the approval hierarchy to the Selected
Approval Hierarchies list. Repeat this step for each approval
hierarchy to be copied.
Click the Save
button to create copies of the selected approval hierarchies for the
selected request type. The message "Approval Hierarchies Successfully
Copied." will display. Click the to close
the message.
Go to the [Request Type] Approval Hierarchy grid to modify the copied approval hierarchy, if necessary. Refer to the Modifying Approval Chains topic for more information.