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Design Requisition Approvals

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Select one or more Approvers as part of Building a Requisition

Overview of the Approval Process and Participants

balanceTRAK offers an array of options for users to develop and participate in an Approval Process for a Requisition. In this article, the options for determining an Approval Process as part of adding a new Requisition are discussed. For most installations, the Approval Process will be automatically triggered when all of the Add New Requisition steps are completed and the system has built the Requisition.

As a balanceTRAK user, you may participate in the Approval Process as:

  • The submitter (Requisition owner)

    • OR

  • An approver (e.g., Human Resource director, hiring manager)
  • For organizations with multiple, pre-determined Approval Processes, your organization's balanceTRAK Administrator will manage a library of Approval Process Templates. These templates will be available to assist the Requisition owner in determining an Approval Process by Requisition.

Home page Dashboard reminders and email notifications will support the submitter and the approver(s) during the Approval Process. Instructions pertaining to both roles are included below.

Develop an Approval Process while Creating a Requisition

As the second step of adding a Requisition to the system, determining an Approval Process is based on a drag-and-drop method.

Select:

  • New (Administrators or Requisition owners only)
    • Drag and drop Available Approvers to Selected Approvers, using the provided name bars. To create a Basic Group of users (from which only one needs to provide approval), drop a name bar on top of a name bar already in the Selected Approvers column. Once a group is made, other Available Approvers may be added; selected Approvers may be moved into the group; and additional Basic Groups may be created. Adjust the order of the name bars or groups, as necessary.

OR

  • Existing (and select one from the provided drop-down)

When [Create Requisition] is selected (after all steps of Add New Requisition are completed), the Pending Status of the Requisition will trigger an email to be sent to one or more Selected Approvers in order, and the approver will see a Dashboard notification upon entering the software.

Note: If you are an Administrator, requiring more detailed instructions on developing Approval Processes, using Administrative Settings, see the article linked above.

Click [Next Step] to save the Approval Process to the Requisition and proceed to the Forms tab.