Entering Approvers in HRS for eForms

Overview

This KB will walk through the process of setting up approvers for the Public Health Emergency Leave Form on behalf of the institutions.

You may click on the links below to navigate directly to a section:

Instructions

  1. Navigate to: Set up HCM > Common Definitions > Approvals > UW Form Approver List Setup
  2. Select the Add a New Value tab.
  3. Enter the form Process ID  e.g. PH_FMLA or FI_WIRE etc.
  4. Enter the Division/Department for which you want to add approvers.
    warning This information can not be changed once the record has been created.
  5. Click Add.
  6. The Effective Date will default to current date.
    warning Only current and future dates should be used.
  7. Select the Approval Type, Empl ID or position.
    NOTE: Empl ID is the recommended approval type.
  8. Enter the Approver Empl ID.
  9. Click the plus sign on the Approval Level to add additional approvers.
  10. Enter the Approval Type and Approver.
  11. Click Save.
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Updating Existing Approvers

  1. Navigate to: Set up HCM > Common Definitions > Approvals > UW Form Approver List Setup
  2. On the Find an Existing Value, enter the Process ID (PH_FMLA) and department.
  3. Click Search.
  4. Click the plus sign at the Header level.
  5. The Effective Date will default to current date.
    warning Only current and future dates should be used.
  6. Previous data will pull through to new row.
  7. Update Approvers as needed.
  8. Click Save.
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Deactivating an Approver Record

warning  Do not deactivate a Department record

NOTE: If a department has a status of Inactive, it will not be used to find approvers.

  1. Navigate to: Set up HCM > Common Definitions > Approvals > UW Form Approver List Setup
  2. On the Find an Existing Value, enter the Process ID (PH_FLMA) and department.
  3. Click Search.
  4. Click the plus sign at the Header level.
  5. The Effective Date will default to current date.
    warning Only current and future dates should be used.
  6. Change the Status to Inactive.
  7. Click Save.

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Get Help

  • Click HERE to contact UW Shared Services or HERE for the Office of Technology Services (OTS) Helpdesk if you have any issues with these instructions.
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