Editing a plan's approval queue

Plans can have up to two approval processes:

• Initial Approval to become an "Active" plan in the beginning of the year.
• Final Approval to become "Ready For Final Review."

These approval processes involve setting up a queue of approvers you would like to approve the plan from inside an employee's plan. This is typically completed at the beginning of the year but can be changed as needed. 

Step 1

in the subnav, click  Initial Approvals or Final Approvals.

or

Step 2

Click the blue, primary action at the top of the page titled  Edit Approvals.

Step 3

From here you can add, edit and delete approvers

• You can add an approver by clicking the New Approval button to the left of the page. From the drop-down in each approval, select the name of the person you'd liked to make an approver.
  
• You can reorder them by dragging and dropping with the blue circle & icon to the top left of each approval.
  
• You can delete approvals by clicking the red trash can button to the right of each approval
• Default approvers are set by company administrators, and cannot be edited or reordered