Working With Approvals and Reviews

ePerformance uses the Approval (PTAF_TXN) component to define its approval processes. There are a number of document review processes supported in ePerformance, and several of them include the approval element, which can be:

  • ManagerOnly

    This is a one-step approval process that routes the transaction to an approving manager.

  • ManagerToAdmin

    This is a two-step approval process that routes the transaction to an approving manager and then to the ePerformance human resources administrator.

  • AdminOnly

    This is a one-step approval process that routes the transaction to the ePerformance human resources administrator.

The approval process definition is linked to a document type using the Document Types Page.

In addition to assigning the approval process definition to a document type, you also define when you want the employee review to occur within the performance process.

See Understanding Review and Approval Processes.