Considerations for the CloudSuite Approvals Process

Something that's really important when we're talking about an approval process in a software solution is that the application needs to know who has the authority to approve what kind of transactions and who needs to see what kind of transactions. In the past, every approval system that's been bolted on to Lawson, whether it be IPA, On-Base, or a separate imaging system, basically has had to store the logic within its own configuration and its own way. Those systems have been really disconnected from the core HR application.

One of the things I really like about CloudSuite HCM, and an aspect of the system that several of our clients are really starting to reap the benefits from, is that it moves beyond just HR records management into a system that's really based around the financial details for instance, payroll. CloudSuite HCM offers the option to drive enterprise system access and provisioning, or approval workflows outside of HR and finance supply management.

This is possible because with Global HR and CloudSuite HCM, you have the ability to model the real-life hierarchy of role and people relationships within the HR application and start to let that HR application drive anything involving staff that might occur outside of HR per se. This also allows you to have a matrix of multi-tiered, flexible levels of depth.

I don't know how many times over the last 15 years, you've been involved in a conversation about REC approvals, AP approvals, or invoice approvals where you say, "Well, can't we use your HR supervisory structure to determine who approves it?" The answer has always been, "Well, that doesn't really match what our approvals are going to look like."

We're doing this very thing with a couple of clients now. So when they have a change in position, when somebody moves, or somebody is terminated, those changes are automatically going to flow through to all these other processes. Their system access is going to change, they're going to be maybe removed from the approval matrix, and then the system will automatically bring in who the new correct approver is in that position. It doesn't kick off this domino effect of manual updates that need to be done. Rather everything is handled by the system, as a matter of course. 

Back to Blog

Related Articles

The Key Deliverables of a CloudSuite Pre-Planning Engagement

Now let’s discuss some key deliverables you can  expect to receive out of this engagement. We have...

Migrating Existing Flows into Infor CloudSuite

A large amount of our customers have been on Lawson for many years, which is another big factor in...

The Road to the Infor Cloud

Is your organization looking down the road at a CloudSuite project? At noon on Wednesday December...