While there is a set structure for the Approval Workflow, can be configured to an extent.
Example of Workflow
Below is an example of a full Evaluation process:
- Evaluation Assigned - The Evaluation is assigned and a notification is sent.
- Self Evaluation - Self-evaluations are to be completed by the employee. The self-evaluation can be skipped depending on how the Evaluation was set up.
- Manager Evaluation - The Manager completes the employee Evaluation.
- If there is a manager change, the evaluation will be unassigned from the current manager and reassigned to the new manager automatically.
- If the Evaluation has completed the approval workflow when a manager change happens, the evaluation will go back through the approval process. The new manager will have the ability to make changes to the evaluation (ratings, comments, etc.).
- 2nd-Level Manager & Additional Approvals - The Manager's Manager and/or Additional Approvals can approve/reject and offer feedback/comments to the direct Manager of the employee. The Evaluation Workflow cannot progress until all additional approvers have approved the Evaluation.
- Employee Reviews Comments - The employee is able to view the manager's comments and prepare for a meeting with the Manager to review.
- Employee & Manager Meeting - The Manager(s) and employee meet to review the evaluation.
- Evaluation Finalized - After both parties have reviewed the evaluation, the employee and manager will finalize the Evaluation.
Adjusting the Workflow
- Selecting who the Evaluation is about and the perspective (Self-Evaluation Only, Manager Only, or Both) are done when assigning the Evaluation.
- The Manager of the employee is set from the Employees profile.
- If there is a manager change, the evaluation will be unassigned from the current manager and reassigned to the new manager automatically.
- If the Evaluation has completed the approval workflow when a manager change happens, the evaluation will go back through the approval process. The new manager will have the ability to make changes to the evaluation (ratings, comments, etc.).
- The 2nd-Level Manager and Additional Approvers can be included in the Workflow when setting up the Evaluation itself.
- The Evaluation Workflow can be adjusted from the Evaluation Administration page after it has been assigned. Such as changing an Approver in the workflow in case the original Approver is not available.