Customizing approval processes

Sage People processes which can use Salesforce approval processes include:

  • Employment change requests

  • Job offers (using the Application object)

  • Manager notes

  • Performance reviews (for approving manager reviews)

  • Vacancies

Other Sage People processes, such as time off requests, timesheets, and skills, use their own in-built approval processes.

Before editing an approval process, deactivate it to stop it from being used while you are editing.

To deactivate an approval process:

  1. Go to Setup > Process Automation >  Approval Processes

  2. In Manage Approval Processes For: select the picklist and choose the object hosting the approval process.

    Sage People displays the related lists of Active and Inactive Approval Processes for the object you selected.

  3. In the list of Active Approval Processes select Deactivate against the process you want to edit:

    Sage Peoplemoves the process from the Active list to the Inactive list. You are now clear to edit the process.

Editing an approval process is described in the following sections:

Section

What it covers

Edit Process Definition Detail

  • Process name and description.
  • Process entry criteria.
  • Automated approval routing.
  • Constraints on record editing during the process.
  • Email template to use for all steps in the process.
  • Fields displayed on an approval page.
  • Initial submitters and recall permission.

Edit Initial Submission Actions

  • Adding a new task, email alert, field update, or outbound message.
  • Editing an existing action.
  • Removing an existing action.

Edit Approval Steps

  • Step name and description.
  • Step entry criteria.
  • Assigned step approver.

Edit Final Approval Actions

  • Adding a new task, email alert, field update, or outbound message.
  • Editing an existing action.
  • Removing an existing action.

Edit Final Rejection Actions

  • Adding a new task, email alert, field update, or outbound message.
  • Editing an existing action.
  • Removing an existing action.

Edit Recall Actions

  • Adding a new task, email alert, field update, or outbound message.
  • Editing an existing action.
  • Removing an existing action.

Follow the procedures you need to customize the parts of the approval process you want to change.