| Note: These instructions describe how to set up the approval path that determines which administrators will handle the distribution & review of employee documents. A linear hierarchy can contain only one approver or multiple approvers. If a linear hierarchy contains multiple approvers, approvers must proceed in a certain order to complete the onboarding document process. |
Step 1. Click the Cast & Crew tab.
Step 2. Click Onboarding.
Step 3. Click the Approval Paths tab.
Step 4. Under the Step 1 header, click the Edit button.
Step 5. Expand the Step 4 header and click the Edit button.
Step 6. Click on the green plus sign icon to select who will distribute and review employee documents.
Step 7. Verify that the administrators you chose are now listed in the Approver List and click Save.
Step 8. Click Save at the bottom of the page.
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Note: If there is more than one person in the approver hierarchy, the Linear Approver Method means that the person at the bottom of the list will be the first to review and approve documents. Documents then move up the list of approvers from bottom to top. In the example below, Alex reviews and approves first, followed by James and finally Charlie. |