Skip to Main Content
Jedox Ideas

Let us know how we can make Jedox even better!

Status Future Consideration
Workspace Jedox Solutions
Categories Human Resources
Created by Guest
Created on May 2, 2025

HR - Multi-Level Position Planning Workflow

Bottom-up planning
Enable structured, role-based approval of newly planned positions within the HR solution, ensuring clear accountability and efficient communication.

Workflow overview
Initiation - Team Lead (Planner)
- Creates a request for new positions with key details (title, department, budget estimate, etc.)
- Submits the request for approval.
First Approval - Department Manager
- Receives notification of pending request.
- Reviews the position request.
- Options: Approve, Reject.
- Comments required for rejection.
Second Approval - Senior Management / Workforce responsible
- Receives notification after department manager approval.
- Final review and decision.
- Options: Approve, reject.
- Once approved, the position moves to "Ready for Recruitment" status.

Key Functionalities
Role-based access & visibility: users only see steps relevant to their role.
Status tracking: each request shows current status (e.g. Submitted, Approved,..)
Audit trail: Full history of actions and comments at every step.
E-Mail notifications: Alert relevant users when actions are required.
Dashboard for team leads: overview of all position requests and their statuses.

Benefits
Clear multi-level approval path aligned with organizational hierarchy.
Reduced communication gaps and process delays.
Transparent decision-making with traceable comments and timestamps.
Scalable to include more levels or conditional approvers if needed.