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TTC Online: How to Set Up the Document Approval Path - Pool Hierarchy

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.

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Step 2. Click Onboarding.

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Step 3. Click the Approval Paths tab.

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Step 4. Under the Step 1 header, click the Edit button.

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Step 5. Expand the Step 4 header and click the Edit button.

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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.

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Step 7. Verify that the administrators you chose are now listed in the Approver List and click Save.

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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.

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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.

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