The Approval After Employee Review (Apvl After Review) Process - 3-Step

This diagram illustrates the 3-step Approval After Employee Review process flow:

Approval After Employee Review Process - 3-Step

This table describes the flow of the process, lists the availability of action buttons that appear in the manager and employee evaluations for the process, and the change of statuses during the process.

Action Available Action Button Document Status

1. Manager adds ratings and comments to the document. When finished, manager clicks the Share with Employee button to share it with the employee.

Manager confirms the action.

System, if applicable, records the manager's eSignature.

See Also Manager and Employee Signatures for the eSignature Section

Share with Employee

(original) Evaluation in Progress

(changed to) Pending Acknowledgement

2. Manager and employee meet to discuss the document.

Then, one of these two things happens:

  • (If the Employee Comments section is enabled on the document template) Employee adds any final comments, and clicks the Acknowledge button to acknowledge the document.

  • Manager clicks the Override Acknowledgement button to override the acknowledgement (for example, when employee is unavailable to provide acknowledgment).

Employee (or manager) confirms the action.

System, if applicable, records the individual’s eSignature.

See Also Manager and Employee Signatures for the eSignature Section

(for employee) Acknowledge

(for manager) Override Acknowledgement

(changed to) Acknowledged

3. Manager opens the document and clicks the Submit for Approval button.

Manager confirms the action.

Submit for Approval

(changed to) Approval - Submitted

Individual in the approval chain approves the document.

When the approval is completed, the system changes the document status to Completed.

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(changed to) Completed