Adding approval step before sharing appraisal with reviewee

Modified on Fri, 24 Mar 2023 at 09:18 AM

By default, the system allows the manager (or manager's manager and so on) or any HR Administrator to share an appraisal with the reviewee the moment both the employee and manager have submitted their responses. Typically, sharing is done by the direct manager after the employee and manager have had a face-to-face meeting.

However, some organizations may want to add an approval step before sharing is allowed. Approvals can be required from one of the following or both:

  • 2nd level manager (or higher)
  • Any HR administrator

To create a workflow with a required approval step, go to Manage Account > Assessment Workflows. Please note that you cannot add an approval step to a workflow that has already been used for appraisals that were already launched without them.

In the example above, we have opted to require approvals from the direct manager's manager (or higher) and any HR Administrator.

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