Hiearchical approval

Confluence User - 05 Sep, 2020

Hi,

My question is regarding hierarchical approval. In my flow there are 3 types of participants (employee, manager, director).


If an employee creates a request, it has to be approved by the manager first, and then by the director. When designing the process, I set the manager's level participants as below



This works well. However how should I set it for the director's level participants ?

I wanted to use the same "Map to Org Chart" as I did above but this is not working. When I use the same setting as above the Manager is seeing the Director's approval.

Can anybody let me know what is the right way to do this without coding?

Note that the Manager is the HOD of the employee's department and the Director is the HOD of the Manager's department.


Thank you

user

5


06 Sep, 2020
confluenceUser
1
confluenceUser

Use "report to" attribute in the HOD's page.


Example: A reports to B and B reports to C.

A and B - put in the same department

B - HOD of department

C - "report to" inside B profile.

07 Sep, 2020
confluenceUser
confluenceUser

Thank you so much!. This worked.

25 Oct, 2021
confluenceUser
confluenceUser

Hi, where can I find the "report to" attribute? 

26 Oct, 2021
confluenceUser
confluenceUser

On the Setup User screen, click on "Assign Report To"



Your selection will show up in the Employee Details


26 Oct, 2021
confluenceUser
confluenceUser

Thank you

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