Include Approval Tasks in Process Flow

To use approvals, you need to configure the process flow to include an approval task. You set up process flows using the Performance Process Flows task in the Setup Maintenance work area.

You can set up process flows to require one, two, or no approval tasks. If you include approval tasks, you can place them in whatever order your business process requires. For example, you might want to create a process flow with the First Approval task after the Manager Performs Worker Evaluation task, and the Second Approval after the Final Feedback task.

When each approval task is reached, the manager must submit the performance document for approval, even if the worker performs the task before the approval task. The document goes through the entire approval process so all required approvers must approve the document before the evaluation continues.

You can configure performance process flows to skip the action of submitting performance documents for approval. By enabling autosubmit for approval tasks, when the preceding task is completed, the approval task submits automatically. You can select autosubmit on the Performance Process Flows page, in the Approval, Review and Meetings section. This setting applies to both the First Approval and the Second Approval task.