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Benefits documents of record

edited Sep 5, 2020 12:10AM in Benefits 1 comment

Summary

Document of records not going for approval when entered through benefits

Content

I have the Documents of Record approval task configured so that benefit documents will go to the Benefits group. When an employee goes to self-service, Personal Information>Manage Documents of record and submits that way, it goes through the correct approval. If the employee goes to Benefits>Documents of Record and loads a document that way, it does not go through the approval route. Is there a separate approval task that needs to be set up in order to go through Benefits? 

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