Approval roles

Approval roles can be assigned by an administrator to various groups or individuals within the organization. Account holders who have transactions that require approval are called approvees. If an individual is assigned an approval role, ie. they are an approver or manager, they will be responsible for approving particular transactions account holders (approvees) have made.

There are four types of approval roles within the Workflow Roles module:

• Approvee. The individual, or group of individuals, the rule applies to.
• Approver. The individual or group of individuals who must approve transactions.
• Manager. The manager of an employee as specified in the Manager ID field within the human resources (HR) interface file.
• Approver Pool. The approver pool is made up of individuals to whom transactions can be sent to for approval. A Pool Type section with two options appears when you select this role type. Select Authorized Delegatee to put an employee in a pool of individuals who can be selected as delegates.

To view the screen from which you will manage the organization's Workflow Roles module, click the Module - Workflow Roles link on your Administration menu. The diagram that displays illustrates the relationship between approvees, approval rules and approval roles.