Adding Approvers

To add an approver:

1. On the PW Admin menu, under Nurture and Manage, click Training admin.

The Training Admin page appears.

2. Click Approvers.

The Approvers page appears.

3. Click Set filters.

The Set Filter dialog box appears.

4. To select employees based on a search filter, on the left corner of the dialog box, select the filter and then click .

Note:               If you want to exclude the filter, click .

5. Click Ok.

6. Enter the filter name in the corresponding text box.

7. Click Search.

The employee list based on the selected search criterion is displayed.

8. Select the check box corresponding to the employee name for which you want to add additional approvers and then click Add approvers.

The Add Approvers dialog box appears.

9. In the Employee name text box, perform one of the following:

   • In the Employee name text box, enter the required employee name.

   • In the Employee name text box, enter the required employee id.

   • Press SPACEBAR (on the keyboard) once, and select the text from the drop-down list.

10. Click Add.

The employees are added in the approver list.

Note 1:            To move the approver up in the list, select the name of the approver and then click.

Note 2:            To move the approver down in the list, select the name of the approver and then click.

Note 3:            To remove the approver from the list, select the name of the approver and then click.

11. Click Save.

The selected approvers are added to the employee.

Note 1:            To exit without saving, click Cancel.

Note 2:            In the Approvers column, hover over the number of approvers to view the list of approvers.

A table is displayed with the employee and their corresponding approvers.

Employee approver details

Click to know more:

Configuring Approvers

Remove Approvers