Create approvee role

To create an approvee role:

1. From the main menu, select Administration > Instance Management > Module - Workflow Roles.

   The Module - Workflow Roles screen appears.

2. Click the New Approval Role link.

   The Create New Approval Role window appears.

   By default, the Approvee option is selected.

3. Type a name for the approvee role in the Description field.
4. Click Save.

   The new approvee role will appear in the workflow tree diagram. Unused workflow approval roles (ie. roles not assigned to any approval or policy rule) appear as light blue boxes.

Note: Once you have created an approvee role, you need to link an employee(s) to it. This is so the system knows what employees to apply the rule to. For information on how to link an employee, refer to Assign employee to approval role.