| Note: These instructions describe how to set up the approval path that determines which administrators will handle the distribution & review of employee documents. In a pool hierarchy, anyone from the pool can approve a document, completing 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. Change the Approver Method from Linear to Pool. Then click the green plus sign icon next to any administrator who should be included in the Approver List.
Step 7. Verify that the administrators you chose are now listed in the Approver List and click Save.
Step 8. Under The document will be marked “Final” when it is approved by, change the selection to The first Production Approver to approve the document.
This means that any one of the approvers in the pool can complete the final step of the onboarding document process.
Step 9. Click Save.