Creating an Approval Group
Go to Setup and click Settings.
Select Module Settings and then General.
Click Approval Group.
Click Add Approval Group and enter a name for it.
Click Save.
Add posts to an Approval Group
Go to Admin Menu and click Post Setup.
Search for the post you want to add to the approval group and click it.
Go to Approval and then Approval Group from the menu on the left.
Click Edit.
Select the approval group so that it is highlighted in blue and click Close.
This post has now been added to the approval group and all employees in the post will be included in it.
Remove employees from an Approval Group
Go to Admin Menu and click Post Setup.
Search for the post you want to remove from the approval group and click it.
Go to Approval and then Approval Group from the menu on the left.
Click Edit.
Deselect the approval group by clicking it so that it is no longer highlighted in blue.
Click Close.
📌 Note: When removing a post from an Approval Group, this will remove all employees currently in this post. It is not possible to only remove certain employees.
Approval group notifications
When a request is sent to an approval group, not all employees in the group will receive the notification. The email will only be sent to the specific employee within the group that has been selected as the approver.
For example, if an employee's leave has been set up to approved by an approval group, the employee will be able to select the person in the group before submitting leave.
Go to Self Service and click My Leave.
Click Add Leave and enter the details.
Before submitting, click the dropdown list under Approver and select the person who needs to approve it.
The person selected here will receive the notification while the others in the approval group will not.