Existing Approvals

Existing approvals refers to the current pending approvals related to workflow, which are pending for approval. The approval can be swapped from one approver to a new approver for efficient management of workflow.

To swap the existing approval:

1. In the Employee search text box, enter the approver’s name.

2. Click Existing approvals.

Current pending approvals appears in the Module section with corresponding check boxes for each work item. Pending approvals can be classified as.

• Leave like pending leave approval, leave grant approval

• Separation like resignation approval, approval of handover checklist or department clearance

• Training like approval of the nomination.

• Transfer like approval of the transfer

• Requisition like approval of the requisition

3. In the Module section, select the pending approval.

4. In the New approver text box, enter the new approver’s name.

5. Click Swap.

The swap confirmation dialog box appears.

6. Click Ok.

The current pending approval is swapped to the new approver and appears on the Swap for page.

Note 1:             To exit without swapping the approvers, click Cancel.

Note 2:             All fields marked * are mandatory and cannot be left blank.

Note 3:             To retrieved details of resigned employee, check the Resigned employee only check box.

Note 4:             Only the pending approvals are displayed in the module.

Click to know more:

Workflow

Master Approvals

Additional Approvals

Swap For