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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure an approval

Configure a service activity that is an approval. Approvals require one or more users to approve the case before it can proceed.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. On the Service Activity form, set the Activity type field to Approval.

  2. Fill in the fields on the form, as appropriate.

FieldDescription
Activity typeSet the value to Approval.
NameName of the service activity.
Missing any approverSelect one of the following actions for when any approver is missing:- Select replacements - Skip missing - Close incomplete
Missing all approversSelect one of the following actions for when all approvers are missing:- Select replacements - Close incomplete
Wait forSelect one of the following actions for when an approval is completed:- Anyone to approve - Everyone to approve - First response from anyone
On rejection

Select one of the following actions for when an approval is rejected:- Allow resubmit of approvals

Note: When an approval is rejected, the Assigned to user for the case can submit another request for approval with work notes or comments. See Resubmit an HR case for approval.

  • Close incomplete Note: To reject an approval, users should have the HR case writer [sn_hr_core.case_writer] role.
Parent HR serviceThis field is automatically set to the parent HR service.
Order

Order number for when the service activity is made available. Lower numbered service activities are made available before higher numbered service activities.Note:

  • The current service activity must be closed, completed, accepted, or rejected before the next service activity is made available.
  • Service activities with identical order numbers are made available at the same time.
Approvers from caseUser fields from the HR case to approve the task.
Approver usersUsers to approve the task.
Approver groupsGroups to approve the task.
  1. Click Submit or Update on the Service Activity form.

  2. Click Update on the HR Service form.

Parent Topic:Configure a service activity for an HR service