Approvals
Streamline multi-level approvals
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Streamline multi-level approvals
Last updated
Was this helpful?
Overview
Approval flows ensure that changes made in a scenario go through the necessary review process before implementation. Scenario creators can define a structured approval flow with two levels of approvers, keeping decision-making streamlined and transparent.
After making changes in a scenario and before submitting a scenario for approval, approvers must be set up.
Click the Configure Approvals button to assign organizational level approvers before submission.
Use the search to select one or more users to act as approvers.
Organizational level configuration There are two levels of approvals, which the admin defines.
Level 1 reviewers: individuals who check items such as budget implications, org chart hygiene, accuracy of job titles etc.
Level 2 reviewers: decision makers who get the final say on hires
Once approvers are added, they receive an email notification with a link to the scenario.
Scenario level configuration There are two additional levels of approvals, which the scenario creator defines.
Level 0 reviewers: Optional pre-check reviewers who can provide input before the standard approval chain begins.
Level 3 reviewers: Optional final reviewers who sign off after the standard Level 2 decision-makers, often used for executive or cross-functional alignment.
Optionally, you can lock scenario on submission to prevent further edits. Locked scenarios can only be viewed and approved - changes can't be made.
On the home page, select one or more scenarios.
Click on Filter icon next to Compare.
Add the approvers and check the Lock Scenarios on submission option. Click Save to confirm.
Locate the scenario you want to configure approvals for and click the three-dot menu (â‹®) next to it.
Click Configure Approvals and select approvers for your scenario.
After making adjustments to your scenario, you can submit it for review.
Click on Submit Scenario, at the top right corner.
Provide a justification for your scenario before submitting it for approval.
You also have the option to exclude any additions made in the scenario.
Approvers can review the scenario details but cannot edit them.
Within Action Required under authors section on the left-hand panel.
Click on the author's name to see the list of scenarios they’ve requested approval for.
Select scenario you want to approve
Navigate to the Summary View to review all proposed changes. Once reviewed
Click Submit to take action.
You can:
Approve or Reject the entire scenario
Un-submit the scenario if revisions are needed later
Approve or reject individual changes within the scenario
Add comments or request clarifications from the scenario creator
Once fully approved, the scenario is finalized and ready for implementation.
