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Copying an Approval Chain

Use the Copy Hierarchy button at the top of the Approval Hierarchy grid to copy one or more approval chains created for one request type, along with their assigned approvers, to other request types. You can copy both active and inactive approval chains.

You may find the Copy Hierarchy function useful if your organization uses the same approval chains to approve all request types. In this instance, you can create the approval chains for one request type, and then copy those approval chains to the other request types.

You can modify the copied approval chains. Refer to the Modifying Approval Chains topic for more information.

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To copy an approval hierarchy:

  1. Click the Approval Hierarchy 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 chain to be copied.

  3. If copying a leave approval hierarchy, click the Leave Type Drop Down List button to select the type of leave associated with the approval chain to be copied. Skip this step for all other approval chains.

  4. Click the button. The Copy [Request Type] Approval Hierarchies page appears (where [Request Type] equals the type of request selected on the System Settings - Approval Hierarchy page). The Available Approval Hierarchies list displays all approval hierarchies currently defined for the selected request type.

  5. In the Available Request Types list, click a request type to which the approval hierarchies will be copied. Click the Right Arrow button to move the request type to the Selected Request Types list. Repeat this step for each applicable request type.

For example, to copy the Benefit Request approval hierarchies to create the Deduction Request approval hierarchies, move the Deduction request type from the Available Request Types list to the Selected Request Types list.

  1. In the Available Approval Hierarchies list, click an approval hierarchy to be copied to the selected request types. Click the Right Arrow button to move the approval hierarchy to the Selected Approval Hierarchies list. Repeat this step for each approval hierarchy to be copied.

  2. Click the Save button to create copies of the selected approval hierarchies for the selected request type. The message "Approval Hierarchies Successfully Copied." will display. Click the to close the message.

  3. Go to the [Request Type] Approval Hierarchy grid to modify the copied approval hierarchy, if necessary. Refer to the Modifying Approval Chains topic for more information.

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