Edit process definition detail

1. If the process is active, deactivate it.

2. In the Inactive Approval Processes related list select Edit against the process you want to edit:

   

   Sage People displays Step 1 of the Approval Process Edit wizard:

   

3. You can rename the process if you need to, and add a description to clarify the role of the process. If you change the Unique Name ensure it conforms to the standard rules for unique names:

   • Begins with a letter.

   • Includes only alphanumeric characters and underscores.

   • Cannot end with an underscore.

   • Cannot include two consecutive underscores.

   Renaming the process overwrites the original process—it does not preserve the original with the original name.

4. Select Next.

   Sage People displays Step 2 of the Approval Process Edit wizard:

   

   Criteria specified here must be met before a record can enter the process; records not meeting the criteria can still be created but they cannot progress.

   Entry criteria for approving a performance review

   • The supplied Performance Review approval process is set up to trigger when a review is set to Draft status.

    

    

   Entry criteria for approving an HR Request

   • Typically, you will want all manager requests for changes to Team Member employment details to follow an approval process before the request is passed to HR for finalizing. In that case, leave entry criteria blank so there are no barriers to entry.

5. To add extra entry criteria, complete Field, Operator and Value fields for each new criteria.

   To change the process to use a formula to qualify new vacancies, select the picklist for Use this approval process if the following and select formula evaluates to true. Then enter your formula.

6. Select Next.

   Sage People displays Step 3 of the Approval Process Edit wizard:

   

7. To automatically route approval requests to the manager of the person creating the record, select the picklist for Next Automated Approver Determined By and select Manager.

   To define an approval process where each approval is separately determined by the steps in the process, select the picklist for Next Automated Approver Determined By and select None.

8. In the Record Editability Properties section, select the radio button for the type of constraint you want to place on editing records during the approval process:

   • Administrator-only editing.

   • Administrator and the currently assigned approver can edit.

9. Select Next.

   Sage People displays Step 4 of the Approval Process Edit wizard:

   

10. To specify an email template to request approval, select Approval Assignment Email Template lookup , find and select the template you want to use.

    The same template is used for all steps in the process.

    If you do not specify a template, Sage People uses the standard Salesforce template.

    If you do not have a template and want to create one, select Create a new email template.

11. Select Next.

    Sage People displays Step 5 of the Approval Process Edit wizard:

    

    This step enables you to define the fields visible to the approver.

    Visible fields for approving a performance review

    • Owner

     

     

     

     

     

     

     

    Visible fields for approving an HR Request

    • HR Request

    • Team Member

    • Manager

    • One Up Manager

    • Employment Record

    • Item To Change

    • Effective Date

    • Rationale

    • Created By

    • Submitted Date

12. To add a field to the display, select the field in Available Fields and select Add .

    To remove a field from the display, select the field in Selected Fields and select Remove .

    To change the order in which fields are displayed, select a field in Selected Fields and select Up or Down .

13. Select Next.

    Sage People displays Step 6 of the Approval Process Edit wizard:

    

    This step enables you to specify which users can submit a record for approval. When a record is submitted for approval, Sage People checks the submitting user is authorized to submit in the approval process. If they are not, then the approval process does not proceed.

    Allowed submitters for approving a performance review

    • Public Group: All Internal Users

    Allowed submitters for approving an HR Request

    • Record Creator

       

14. To add more Allowed Submitters, select the Search picklist and select a Type:

    

    The list of Available Submitters displays all submitters of the type selected:

    

    Select an Available Submitter and select Add .

15. To permit submitters to recall approval requests they have submitted, in the Submission Settings section check Allow submitters to recall approval requests.

16. Select Save.

    Sage People displays the Approval Process Detail page for the process you have just edited.