Creating Custom HR Approval Roles
Create custom HR approval roles for Account Management (Service Providers) or HR Role (Worksite Managers/Trusted Advisors) with the Custom HR Approval Roles form.
To create a custom approval role:
1. | Click ![]() |
2. | Create a Role ID and enter a Description. |
Custom approval roles are available on the Approval Policies form and the Global Approval Policies form, where you can add the custom A/M Role or HR Role to the appropriate Approval Type. Once you create a new custom HR approval role, you must assign it to a user.
3. | Click Save. |