For customers of our Position Management module.
Creating and managing scenario charts allows assigned Collaborators to visualize and propose organizational changes without impacting the official chart. An approval workflow can be configured for any scenario chart, allowing Collaborators to request chart approval.
To configure a chart’s approval workflow:
A Company Admin, HR Admin, or HR Manager must be a Collaborator on the scenario chart to configure an approval workflow. Learn more about org chart permissions.
Navigate from the main menu to the Org Chart page, click the chart dropdown in the upper-left corner to select or create a scenario chart.
Click the chart status indicator in the upper-right corner of the page. If an approval workflow has not yet been configured, click the Draft badge and then the Configure Approval Workflow button to begin configuration. If an approval flow has been configured, you can click the Edit button to make the needed changes.
The indicator will display a Draft status if Approvers have not yet been assigned. A Pending Approval status indicates the approval workflow is in progress. You can edit a chart’s approval workflow at any time, even after chart approval is requested.
Locate Approval Step 1 and click the Add Approver field to enter a person’s name or title, then select the individual from the list that populates.
To open an additional field and add another individual to the approval step, click the + Add Approver to This Step link.
​To remove an individual, click the X next to their name. When an Approver is removed, the individual will remain an assigned Collaborator for the chart. Once an Approver has responded to a chart approval request, they cannot be removed from the approval workflow.Once you’ve added the necessary Approvers to the approval step, click the dropdown in the upper-right corner and choose whether approval is required from one or all Approvers.
To configure additional approval steps, click the Add Approval Step button and add the necessary Approvers. Once added, you can drag and drop to reorder the approval steps, or remove a step by clicking the three-dot menu and then clicking Remove Step.
Click Save. An assigned Collaborator can now request chart approval using the button provided in the upper-right corner of the chart, initiating the approval workflow.
​The chart cannot be merged with another chart until it is fully approved.
Please contact our Customer Success Team for additional assistance.
Additional Resources
Adjusting Scenario Chart Visibility and Assigning Collaborators