Approve Reviews


 

Set Up Review Approvers

Overview 

This article will show you how to set up Approvers for a review. This information is kept on the Employee Record. When a review is created, it will pull the workflow from the employee record.

Important Note

Order matters! The order the approvers are in is the order the review will be routed in.

Instructions

  1. Navigate to Employees
    set_up_review_approvers_employees.jpg
  2. Select an employee
    create_an_onboarding_plan_schedule_select_employee.jpg
  3. Select Workflow Setup
    set_up_review_approvers_workflow_setup.jpg
  4. Select Edit under Approver Setup
    set_up_review_approvers_edit.jpg
  5. Filter by department or search by name to find approvers
    set_up_review_approvers_filter_by_department.jpg
  6. Select the person to add and move them to the right
    set_up_review_approvers_arrow_over.png
  7. Use the arrows to move individuals up in down in the list
    set_up_review_approvers_up_down_arrows.jpg
    • Note: The order the individuals are in is the order in which the review will be routed for approval. Everyone listed in the right-hand box and the order that they are in will become your review workflow.
  8. Move individuals back and forth or up and down in the list until you have the correct selection/order
  9. Click Save
    set_up_review_approvers_save.jpg
  10. Review Approval is now set up



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