Add adhoc approvers to an HR case in the Agent Workspace for HR Case Management

Provide your agents with the flexibility to add adhoc approvers to a case that is part of an HR service.

Before you begin

For example, if an employee's requests falls outside the bounds of the standard process, or if the agent need to make additional approval, then the HR agent may need to request for an adhoc approval before proceeding with its fulfillment.

Role required: sn_hr_core.case_writer

Procedure

1. Navigate to Workspace > HR Agent Workspace.
2. Open the case that is assigned to you.
3. Select More actions and select Add an approval.
   Note:

   • Administrator must have configured the Agent Can Add An Approval option on the HR service to which the HR case is associated.
   • This option appears only to the Assigned to user when the case is in the Ready or Work in progress state.
4. Fill in the required fields in the Add an approval window.

   Table 1. Form fields for adding an approval

   Field	Description
   Approver users	Users who must approve the request.
   Wait for	Conditions that you want to set for the approval flow. Anyone to approve: If any one of the approvers approves the request, the approval flow is complete. Everyone to approve: Only if all the approvers approve the request, the approval flow is complete. First response from anyone: The first response of any one approver is considered. For example, if one of the approvers rejects the request first, then the flow is rejected. If one of the approvers approves the request first, then the flow is approved.
   On rejection	Conditions that you want to set when an approver rejects a request, for example, allow resubmission of approvals, or mark it as close incomplete.
   Reason	Reason for initiating the approval flow.
   Additional Comments	Any other information that you want to share with the approvers.

5. Select Submit.