You add participants in the workflow. These participants can be system users or ad-hoc users who access the job from an external link.
To add a predefined approver or reviewer
1. In the Add Job screen, click the first placeholder.
Each workflow contains the default roles of the participants displayed as placeholders.
Or
Click to add the participant.
This displays the Add Participant screen:
2. Use the search and filter options to find the desired results.
3. Select the employee and click Add Participant.
This adds the participant as an approver in the workflow.
To add a reviewer
1. Click after the placeholder participant has been selected.
This displays the Add Participant screen:
3. Use the search and filter options to find the desired employees.
4. Select the employee and click Add Participant.
This adds the participant as a reviewer in the workflow.
Reviewers are optional even when reviewer placeholders exist in the workflow.
To complete the participant list
1. Add approvers and reviewers for each step in the workflow.
This displays the following screen:
To modify the existing participants
You can add or replace the existing participants from the Workflow Details screen. For further information, refer to the article, “Adding and Replacing Workflow Participants"
To delete a reviewer
1. Click the following icon to delete the reviewer:
This displays the following message:
2. Click Yes.
This displays the following message:
3. Click Ok to confirm the deletion.
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