Review and Approval Process Options

This section discusses:

• Approval processing.

• Approval process participants.

Approval Processing

When you set up the document template, you select a review and approval process option and designate the roles that need to approve the document.

Review and approval processes are designed to:

• Notify employees and managers of status changes when employee review is required.

• Automatically route documents from one designated approver to another in the approval chain, and notify each approver by email when it is his or her turn to approve a document.

• Manage workflow; that is, the order in which the review and approval steps are performed.

Video: ePerformance Streamlined Document Review and Approval Processes

The review and approval process options are:

• The Approval Before Employee Review (Apvl Before Review) Process - 5-Step and The Approval Before Employee Review (Apvl Before Review) Process - 3-Step

  In either process option, the document is approved before the manager discusses it with the employee.

• The Approval After Employee Review (Apvl After Review) Process - 4-Step and The Approval After Employee Review (Apvl After Review) Process - 3-Step

  In either process option, the approval step is initiated after the manager has reviewed the document with the employee and the employee or the manager acknowledges the document.

• The Approval, No Employee Review (Apvl No Review) Process

  The manager does not need to review the document with the employee, but approval is required.

• The No Approval, With Employee Review (No Apvl with Review) Process - 4-Step and The No Approval, With Employee Review (No Apvl with Review) Process - 2-Step

  In either process option, the manager must review the document with the employee, but the document does not need approval.

• The No Approval, No Employee Review (No Apvl No Review) Process

  The manager does not review the document with the employee, and the document does not need approval.

Based on the selected review and approval process, relevant step action buttons become available in the employee and manager evaluations to guide them through the process and complete their evaluations.

Note:

The approval process within ePerformance does not support group ID. Group ID cannot be used as an approval method because the system does not store group ID on the document. Therefore, the system does not have a way to determine which group ID to use when a user is approving a document.

Approval Process Participants

In the case where approval is required, the persons that must approve a document are determined by the approval rule set option that you select when creating the document template definition. You can have documents approved by:

• The manager's manager and the ePerformance human resources (HR) administrator.

• The ePerformance HR administrator only.

• The ePerformance manager only.