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Approval workflows for position changes

Send position changes to the right reviewers.

Send new positions, changes, replacements, and eliminations to the right department reviewers with the reason, files, conversations, and decision together.

Example

RequestsDepartment review
Pending requests23Position changes awaiting review
Assigned to me8
Approved11
Approval stepHR review
Request filesComplete

The path should fit the request

Match the approval steps to the staffing change.

Request types and department-based steps bring the right people into each decision.

No change to approved full-time equivalent (FTE)
Standard path
  1. 1Department review
  2. 2HR review
Department and reporting changes
Extended path
  1. 1Department review
  2. 2HR review
  3. 3Leadership decision

Review with context

Give each request the approval steps it needs.

Keep proposed position structure separate from approved information until the required review is complete.

What reviewers receive

Reviewers by department

Assign the people responsible for each step and department.

Supporting details

Keep the reason, proposed change, files, and conversations with the request.

Complete history

Retain the submission, decisions, cancellation, and approved position change.

How it works

Move a request from submission to a clear decision.

  1. 1

    Set up approval steps and choose reviewers for each department.

  2. 2

    Submit the proposed position change.

  3. 3

    Compare the proposed change with the current position and review the supporting details.

  4. 4

    Apply the approved change on its effective date.

Explore the next question

Give position requests a clear path to a decision.

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