Default approver query

Saikat · ‎Aug 10, 2023

Hi Team,

是否可以设置三种不同的默认批准者s in a 1-up workflow? I have an approver(manager for employee) already , now I need to add 2 more approvers one is HR approver and another is HOD approver who will approve reports in special cases. is it possible?

rohanpatil · ‎Aug 10, 2023

Hi@Saikat,

I would set the manager and HOD as Default approver 1 and 2 in the profile. Then hard code the HR approver name in the workflow step. Assumption being that HR is same for all employees and if needed, can forward to another HR.

Best regards,

Rohan

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

Best regards,
Rohan
Fellow Concur Site Administrator
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

Saikat · ‎Aug 10, 2023

Hi Rohan,

The problem is here HRBP is a field in employee form means like HOD every user will have a HRBP assigned to his/her profile. So 3 approvers required in this case actually.

rohanpatil · ‎Aug 11, 2023

Hi@Saikat,

To my knowledge there are only two approver fields available on profile that can be used in the workflow. If you refer to a custom field with the HRBP name, I have not seen a custom field being used to determine approvers in workflow.

Note: I assume you are using initial approver from employee profile.

Best regards,
Rohan

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

Best regards,
Rohan
Fellow Concur Site Administrator
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

Saikat · ‎Aug 11, 2023

Hi Rohan,

Yes I m using initial approver from employee profile and then there is HOD and HRBP. Now I assigned direct appover as manager , default as HOD and HRBP as default 2 but I am seeing only 2 options to add approvers in profile. So my question is what is the logic can be used to accommodate another manager. In fact there is a especial business finance team approval required for a particular condition. I initially added them as processor but there is another processor approval available so I guess there cannot be any logic to distinguish to processors hence I might need to add this business finance team as another approver.

Can you please tell me what logic I should follow?

rohanpatil · ‎Aug 11, 2023

Hi Saikat,

As I proposed before, you will need to hard code the HRBP name and ask them to forward.

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

Best regards,
Rohan
Fellow Concur Site Administrator
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.