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Assigning Job Codes to an Approval Group

After creating the approval group, use the Job Codes grid on the Edit Approval page to assign one or more job codes to the approval code. Job codes help determine the approval group to which an employee belongs.

You can also remove job codes from an approval group.

Important Information

You should not delete job codes that are linked to an approval group while pending requests are open in the Approval Queue. It may cause the pending requests to no longer be available to the approvers.

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Assigning Job Codes

Follow these steps to assign one or more job codes to an approval group.

To assign the job codes:

  1. Click the Approval Groups link on the Admin Home page.

  2. Click the Request Type Drop Down List button to select the type of request associated with the approval group to be modified.

  3. In the Approval Groups grid, click the Edit button that corresponds to the approval group to be updated. The Edit Approval Groups page appears.

  4. In the Job Codes grid, click the link. The Add Job Code page appears.

  5. Optionally, click the Filter button to display the Job Code and Description filter boxes. Use these filter boxes to search for the job codes to be assigned to the approval group.

  6. Click the check box that corresponds to each job code to be added to the approval group.

  7. When all job codes are selected, click the button to return to the Edit Approval Groups page. The job codes selected display in the Job Codes grid.

  8. When finished, click the button return to the Approval Groups grid.

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Deleting a Job Code from an Approval Group

Follow these steps to remove a job code from an approval group.

  1. Click the Approval Groups link on the Admin Home page.

  2. Click the Request Type Drop Down List button to select the type of request associated with the approval group to be modified.

  3. In the Approval Groups grid, click the Edit button that corresponds to the approval group to be updated. The Edit Approval Group page appears.

  4. In the Job Codes grid, click the Delete button that corresponds to the job code to be removed. The message "Job code deleted" displays.

  5. Click the button to close the message and return to the Edit Approval Group page. Note that the job code no longer displays in the grid.

  6. When finished, click the button return to the Approval Groups grid.

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