Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create an Approval Chain

Follow these steps to create an approval chain.

To create an approval chain:

  1. On the Approval Chains screen, click Create Approval Chain.
  2. Enter a name for the chain. Duplicate names are not allowed.
  3. In the Approval Chain Type field, select one of the following options:

    • Serial: This approval chain type requires that those in the chain approve or reject in a specific order. If an individual in the chain rejected the action, subsequent approvers would not receive the request to approve or reject it.

    • Parallel: This approval chain type has no order restrictions on when individuals can approve or reject. All individuals receive the request simultaneously; however, if at least one individual on the approval chain rejects the action, the action is rejected.

  4. Use the following fields to identify approvers for the approval chain:

    • Select Approvers by Name: These approvers are current users of the system. Click Internal Approvers to open the search window. After selecting employees, click Confirm Selection. The names of those employees you selected display under the link to search for internal approvers.

    • Enter External Approvers: These are individuals who are not users of the system. In the text field, enter the email address for each user. To add more than one, use commas to separate the email addresses.

    • Select Approvers by Job Title: These are individuals who currently occupy a specific position in a job title.

      Note:

      If the Skip this user in Approval Chains option is selected in an employee’s User Profile, that employee will not receive an approval request even if in a position with the job title.

    • Select Approvers by Managerial Level: This type of approver is similar to a job title approver and is selected based on their manager level within the organizational hierarchy and how it relates to the requisition being approved, the performance appraisal being approved, or the job offer request.

  5. After selecting all approvers for the approval chain, click Create Chain.

    • If the type for the approval chain is Parallel, the new approval chain is added to the table and no further action is needed by you.

    • If the type for the approval chain is Serial, the next screen will display the approvers in an ordered list.

  6. To change the order of the approvers, drag a person's name to the desired position.
  7. After the correct order is displayed, click Save Order.