I. Intro
Who can perform these steps: Primary administrators and administrators with approval management permissions.
You can create approvals in three ways in the Approval Admin console as needed.
II. Steps
- Enter the Approval Admin console. On the Approval Admin page, click Create Approval.
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- Do either of the following:
- Select a template from the library, such as for attendance, finance, or HR.
- You can locate a template through the categories on the left or the search box in the upper-right corner.
- Hover over a template and click Preview to take a quick look.
- Click Use to enter the details page.
- Modify the fields and settings as needed.
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- Click Create custom approval and design the approval as needed.
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- Click Integrate third-party approvals to access the third-party approval systems. For more information, see Admin | Use third-party approvals.
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- Follow the wizard to complete the Basic Info, Form Design, Process Design, and More settings.
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- Click Publish. The members will then be able to use this approval.