Approve Reviews


 

Setup Review Approvers

Overview 

This article will show you how to setup 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
    employees.png
  2. Select an employee
    select_user2.png
  3. Select Workflow Setup
    workflow_setup.png
  4. Select Edit under Approver Setup
    edit_approver_setup.png
  5. Filter by department or search by name to find approvers
    filter.png
  6. Select the person to add and move them to the right
    move_user2.png
  7. Use the arrows to move individuals up in down in the list
    up_down.png
    • 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
    save_approver_setup.png
  10. Review Approval is now set up



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