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Approval Matrix enables you to define a set of approvers that can be applied to similar groups of employees.

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Approval Matrix will not automatically apply to any group selected. Approval Matrix must be applied to Employee's Team Org manually or in Bulk.

Approval Group

Filters groups of employees for which an Approval Matrix may be applied by Employment Type, Subsidiary, Department, Branch, or Group

You can select either one of these selection. If you want to create approval matrix that can only be applied for a certain Department only, please only select Department and leave the others blank.

Approval

Define the applicable approvers for each approval type:

Manager – direct manager

Delegate Approver – an alternate person that may approve on the Approver's behalf if they are away

Delegate Approver acts as a Representative of Approvers. If the employee's Approver has a Delegate Approver, then the request will go straight to the Delegate Approver.

Primary Approvers – primary approver must exist for any requests to be made

Parallel Approvers – two approvers can be defined at the same stage (optional)

Secondary Approvers – set only if applicable

Tertiary Approvers – set only if applicable

Requests will only go to Secondary Approver after Primary Approver approved the event or Primary Parallel Approver bypassed the request. Once Secondary Approves, it will then go to Tertiary Approver. Until the last approver approves, any requests will not immediately reflect.