How to Send a Review for Approval

Once both the employee and manager have completed their reviews, you may need to send the review for approval to other users within the organization (such as upper management or HR).

Not all organizations utilize an approval workflow! If your organization does require approval, you will see an "Approval" tab in the Review Timeline at the top of your direct report's review document. 

Step 1: After Scoring is complete, click on the "Approval" tab. 

Step 2: Choose the appropriate approver list from the drop-down box. Not all organizations have multiple approver lists configured. If your organization only utilizes one approval workflow, you will not need to take this action. 

Step 3: You will a list of individuals included in the approval workflow. 

Step 4: Click on "Send for Approval" to send the review document to the first individual within the approval workflow. 

Need to make changes after sending for approval? Click here to learn how to cancel approval!