To create or modify an existing workflow in the tool, follow these steps:
Click on your name located in the black bar in the upper right corner.
Click on "Settings."
In the sidebar menu, choose the "Approval Workflow" option.
Click on "New Workflow" to insert a new workflow.
Specify the company and department from your list to which the workflow will correspond when opening requisitions.
Below, select the approvers who can be divided into groups.
You can also determine the number of approvals required per group for the requisition to be forwarded to the other approvers.
For example, in the image below, we have three user approvers. To move the requisition to the next group, only one approval is required. You can determine how many approvals are required from this particular group for the requisition to move to the next group of approvers.
Therefore, any of the users approving the requisition will cause it to move to the next approval group or be completed if there are no other approvers.
To change an existing approval workflow, simply click on the desired option and modify the approver information.
Important: If there is a requisition that has not been sent for approval and the workflow has been changed, you must click "Reset Workflow" in your requisition for the platform to make the change.