Manager Approvals Setup

Employee Portal uses the Identify Manager subflow and the Approve Case Request record-triggered approval orchestration for manager approvals.

The subflow identifies the manager associated with the employee who raised a case and shares the case with the manager.

The orchestration sends an approval request to the manager of the employee who created the case that triggered the approval process. If the employee doesn't have an assigned manager, the request isn’t sent.

• Create a Flow by Using the Identify Manager Template
  Create a custom identify manager flow to meet your business requirements.
• Create an Orchestration by Using the Approve Case Request Template
  Create a custom approve case request orchestration to meet your business requirements.
• Limitations of Advanced Approvals in HR Service
  Limitations are the boundaries beyond which features are unavailable, performance is throttled, or usage billing charges are applied. Work with your account executive to find a solution that meets your goals.