Send a Review for Approval

If your organization uses a review approval workflow, managers must submit completed reviews for approval before they can move to the next stage of the review process.

Before You Begin

Before sending a review for approval:

• Complete all required ratings.
• Enter any required comments.
• Verify that the review is ready for approval.
• Confirm that any required goals or measurements have been added.

Send the Review

1. Open the employee's review.
2. Complete the required scoring and comments.

3. Select the Approval tab.

   

4. Review the approval route, if applicable.

   

5. Select Send for Approval.

   

   

The review is submitted to the next approver in your organization's approval workflow.

After Submission

Once the review has been sent for approval:

• The designated approver receives the review.
• The review progresses through your organization's configured approval workflow.
• If changes are required, the approver can disapprove the review and return it for updates.

Need to Make Changes?

If you need to update ratings, comments, goals, or the approval route after submitting the review, you can cancel the approval request and resubmit the review after making your changes. Click here to learn how to cancel approval!

Summary

Sending a review for approval submits a completed evaluation to the next approver in your organization's workflow. Once approved, the review continues through the remaining stages of the performance review process.