Create manager role

To create a manager 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.

3. Type a name for the approver role in the Description field.
4. Select the Manager option. The Manager Type options display.
5. From the Manager Type options that display, select the manager level you want to approve the transaction if the rule is triggered:
   • Direct Manager (this is the person specified in the Manager (Level 1) column of the uploaded human resources (HR) interface file)
   • Manager 2 (the person specified in the Manager (Level 2) column)
   • Manager 3 (the person specified in the Manager (Level 3) column)
   • Company Unit Manager (the manager of the company unit this employee belongs to)
   • Company Unit Manager 2 (the level 2 manager of the company unit this employee belongs to)
   • Company Unit Manager 3 (the level 3 manager of the company unit this employee belongs to).

   The manager approval role is also relevant when setting up a finance code subject rule. If you set up a finance code subject rule, the manager the transaction will route to is the manager specified in the Manager ID column beside the applicable code in the charge code (CC) interface file.

   If you want to override this and instead have transactions going to the manager of the employee as determined by the HR interface file, click Yes option beside HR Manager Only.

6. Click Save.

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