Set Up HR Management Approvals
The Sparkrock 365 HR Management approval functionality enhances the Business Central approval workflows functionality. The Sparkrock 365 HR Management approval functionality includes custom events and responses for workflow steps. Custom publishers and subscribers are also used for updating values on HR Management and Time Entry documents, for example, updating the status of an HR request. For more information about the Business Central approval workflow functionality, see Set Up Workflows.
The Sparkrock 365 approval routes are controlled by the approval group, which is connected to various setup records, such as HR reason codes and attendance plan cause of absence codes. The approval group holds members that are part of the approval route. A member of an approval group can be mySparkrock user, mySparkrock group, position, or position class.
After an HR management or time entry document has been submitted for approval, the Status of the document changes to Pending Approval. In cases where an approval route is not found for the document, the status is automatically set to Approved.
The Requests to Approve page displays which documents have been submitted for approval. There is a generic Requests to Approve page and one specific to each HR management document, such as HR requests, absence requests, and time entry. It is recommended that the approver open the Requests to Approve page that is specific to the document that they want to approve.
The approver user can use the Approve action to send the request onto the next approver or complete the approval chain. The approver user can also reject the request. If there are no additional approvers, the Status of the document changes to Approved.
To learn more about how to set up HR management approvals, in the following table, select the links.
To | See |
---|---|
Learn how to set up system-wide HR Management approval settings. | Set Up the HR Approval Setup page |
Learn how to set up an approver. | Set Up an Approver |
Learn how to set up an alternate approver. | Set Up an Alternate Approver |
Learn how to set up an approval group. | Set Up an Approval Group |
Learn how to set up approval notifications. | Set Up Approval Notifications |
Learn how to set up email reminders. | Set Up Email Reminders |
Learn how to set up HR Management approval workflows. | Set Up HR Management Approval Workflows |
Learn how to set up absence request approvals. | Set Up Absence Request Approvals |
Learn how to set up HR request approvals. | Set Up HR Request Approvals |
Learn how to set up time entry approvals. | Set Up Time Entry Approvals |
Learn how to locate the approval groups, mySparkrock user groups, and open approval entries in which a mySparkrock user is being used. | Find mySparkrock Approval Information |
Learn how to update the approval groups, the mySparkrock user group, and requests to approve that are assigned to the current mySparkrock user with new user information. | Replace an Approver |
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