This article will explain in depth the different uses of the 'Submitted by' option when creating Authorisation Workflows.
To learn more about building an Authorisation Workflow, please click here.
When creating an Authorisation Workflow, you'll be presented with this option:
Themselves - Create an authorisation rule to specify what will happen if the employee submits the request themselves.
Their manager/Additional Manager - Create a rule to specify what will happen if the employee's manager or additional manager inputs this request on their behalf.
System Admin - Create a rule to specify what will happen if a system admin inputs this request on the employee's behalf.
Other user - Create a rule to specify what will happen if a user with additional access inputs this on the employee's behalf.
--When would you use these different options?--
Let's say you've created a rule to specify that an employee's holiday request will first go to the manager for approval, and then to the head of department (Example: John):
Without an additional rule for the employee's manager, if the manager inputs this on the employee's behalf, it will auto approve, instead of going to John.
So you'll then want to create a rule for if and when the manager submits this request for the employee, which sends this straight to John:
This is a great way to ensure that you have the same end approver on each authorisation workflow:
Customer Services Team.