Hide Manager Names for Auto-Submitted Approval Tasks in Document Progress

Redwood Platform

When an approval task is configured to automatically submit after the preceding task is completed, the manager name isn't displayed for that approval task in the Document progress drawer.

This behavior applies from both the manager Evaluate Performance page and the employee's Performance Spotlight page.

This screenshot highlights the automatically submit approvals setting enabled in a process flow.

Enable approval setting in Process Flow

This screenshot illustrates the document progress drawer that highlights an auto submitted approval task where the manager name doesn't display.

Manager Name Doesn't Display for Approval Task

Reduce confusion in Document progress by showing an approval task without an associated manager name when no manager action is required.

Steps to enable and configure

  • In the performance-document process flow, enable Automatically submit approvals when preceding task is completed for the approval task.

Tips and considerations

  • The manager name is hidden only for approval tasks that are configured to automatically submit.

Key resources