Approvers are categorized by type as follows: Department Manager, Position Manager, Assignment Manager, Any Manager, Specified Person or Spec List of People.
- The “Any Manager” type refers to any manager related to the transaction. For example, in the approval process for wage increases, the manager could be from the department, position, or assignment or one of their superiors.
- The “Specified Person” names the qualified approver specifically. The person must be defined on the IEID form.
- The “List of People” uses a People List that identifies multiple people who qualify to be approvers. Note: only People Lists that are defined through the professional interface can only used in this selection.
A Where Clause may also be used to identify which transactions an approver can approve within the Approval Process. For example, in the approval process for wage increases, approvers can be restricted to specific Departments.
An Approver may designate individuals to approve leave requests in his/her absence. The designating of approvers is done in the My Designated Approvers (IEDA) screen. The Manage Designated Approvers (IEMDA) screen will allow the approver to manage any designated individuals for the employee in focus.
For Candidate driven approval processes such as Class Registrations, Work History, References and Applicant Hires the approver type defined in IDAP should not be a manager type, unless the approval is for internal Candidates only. The reason being is that if the Candidate is an external candidate (not yet hired) the Candidate will not have an identity for the system to use to track the individual's manager. Therefore, for approval processes for external Candidates the approver type should be a Specified Person or a Spec List of People.
