Approval Tasks

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 needs to 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 need to approve the document before the evaluation continues.

You can configure performance process flows to skip the action of submitting performance documents for approval in the Approval, Review and Meetings section. If you enable the Automatically submit approvals when preceding task is completed option, the approval task submits automatically. This setting applies to both the First Approval and the Second Approval task.