Hi Folks,
I need some guidance on how to configure our workflow.
Here is our company hierarchy with example limits:
CEO - unlimited
CFO - 500,000
[Controller - 50,000] - Used in second portion of workflow, ALL reqs must be approved by Controller
VPs - none
Directors - 50,000
Managers - 5,000
Employees - none
We would like to split the workflow like this:
First stage: Employee submits req, and it is taken through the hierarchy until the VP level. After VP level the req should go through the controller, then CFO, and CEO.
Employee->Manager->Director->VP
Controller->CFO->CEO
Example:
If Req is for $50 then Manager and Controller must approve
If Req is for $7500 then Manager and Director and Controller must approve
If Req is for $150,000 then Manager, Director, VP, Controller, CEO must sign
I have tried numerous configurations but cannot get exactly this behaviour. (The second phase was simple, I have set up 3 steps, 1 for controller, must always approve, 1 step for CFO only execute when PR.Amount >50,000, 1 step for CEO only execute when PR.Amount >500,000..
The problem seems to occur as a result of the stop condition for the first hierarchy portion. I have tried setting the LineManagerLevel = 0 and 1 but the reqs will skip the hierarchy or not pass the hierarchy when they get to VP and then error out due to no assigned 'reports to position' for the VP. (I have set the VPs to not have any report to position to stop the hierarchy reporting there). My current stop condition is (Where ApprovalLimit >= PR.Amount) OR (LineManagerLevel = 1)
What would you recommend the stop condition be? Should I change back to VPs report to CFO and just find some other way to wedge the Controller approval between VP and CEO?
Any recommendations appreciated!