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Approval workflows for staffing changes

Send staffing changes to the right reviewers.

Support position changes, new positions, replacements, eliminations, approval limits, attachments, and reviewers assigned by department.

Approval workloadReady for department review
Active requests23Position changes awaiting a decision
Pending reviewers8
Approved requests11
Highest impact+4.0 FTE
Next actionFinance approval

The approval path should fit the request

A replacement and a four-position expansion should not follow the same path.

Approval levels and impact limits help everyday staffing work keep moving while larger FTE or cost changes receive the additional review they need.

0.0 net FTE
Standard approval path
  1. 1Department review
  2. 2HR decision
+4.0 FTE
Additional review
  1. 1Department review
  2. 2HR review
  3. 3Finance decision

Review with context

Send each staffing change through the right approval path.

Staffing changes affect budgets, available staff, and who is responsible for the decision. Keep requests, reviewers, approval levels, attachments, and activity history connected to the position.

What reviewers receive

Reviewers by department

Use department roles and approval assignments to select the right reviewers.

Impact thresholds

Require additional review when an FTE or cost change exceeds a limit you set.

Request history

Keep approvals, denials, comments, attachments, and final applied changes available for review.

A practical workflow

Move a request from submission to a recorded decision.

  1. 1

    Set approval levels, limits, roles, and reviewers for each department.

  2. 2

    Submit new position, position change, replacement, or elimination requests.

  3. 3

    Review the position details, FTE, cost, files, and justification before deciding.

  4. 4

    Report request activity, impact, and approval outcomes.

Each reviewer sees the request, impact, and prior decisions together.

Department leaders, HR, and finance can review the same change at the point where their decision is needed.

HR view

Keep employees, positions, vacancies, statuses, and approval history together instead of splitting them across files.

Finance view

Review FTE, position cost, assigned cost, and budget impact from the same position details.

Department view

Give managers department-based access to staffing plans, requests, approvals, openings, and reports.

Related FTE Tree features

Explore related ways to plan staffing, review costs, approve changes, and report results with approval workflows for staffing changes.

Give staffing requests a clear path to a decision.

Request a focused demo using your organization's positions, workflow, and reporting needs.