Page Comparison

Approve SelfAssessed

This is special functionality that allows someone with the appropriate Admin privileges to Approve the SelfAssessed Profiles for multiple people simultaneously (Bulk Approvals). It also caters for Approval Postponements at an individuals level, as well as individual Approvals.

This functionality would generally be reserved for organizations that carry out reviews of employee profiles on a Annual, Bi-Annual, Quarterly etc basis, and then wish the profiles of multiple people to be Approved simultaneously.

Export

You are able to use the Export Button to generate and Export the contents of the table to an Excel file as a report.

Bulk Approvals

1. Select the Approve Profiles button

   

2. Select the People you wish to approve.

   1. Using the Select (all) in the Header will select all the selections. To filter these to only for example select a status of Requested, use “Requested” in the Search field.

   2. The individual column filters can be used, but you will need to then select individually.

3. At least 1 person must be selected for the OK button to become active.

4. Select the OK button

5. You will get a Comment pop-up.

   

6. Add a comment

7. To confirm your approvals, use the Approve button

   1. Or use Close to abandon the approvals.

8. You should receive a brief confirmation pop-up in the Top RHS

   

On this page:

Individual Approvals and Postponements

You can review each of the individuals Profiles, Evidence and Skill Changes and carry out the Postponement process as well as carry out individual Approval process.

Review the individuals information

1. Click on the individuals Name/Email in the table to open their Planner information. You will then have access to their:

   • Skill Profile

   • Action Plan

   • Evidence

   • Notes

   • Skill Changes Analytics. (This is a special page explicitly for Approvals)

2. After reviewing the Individuals information you can choose to either:

   1. Approve immediately or defer Approvals to do via a Bulk Approval

   2. Postpone the Approval and request either a Skill Revision or Extra Evidence.

Postponement

If you have found a deficiency and require the person either Revise their Skill selections or Add additional Evidence then:

1. Use the Postpone with Reason button on their Skill Profile page.

   1. 

2. You will then need to Add a comment to the pop-up Comment and Select the appropriate Reason

   1. 

3. A Email notification will be sent to the individual informing them of the Postponement and the Reason & your Comment.

4. The Postponed by and date field will be populated in the table for that individual.

Individual Approvals

Once you are satisfied with an individuals Profile etc, and wish to approve them individually, (as opposed to via a Bulk Approval), then:

1. Click on the Individual name/Email as before

2. From their Profile page select the Approve button

   1. 

3. You will then need to add a (compulsory) comment to the pop-up Comment:

   1. 

4. Click Approve. (Will only become active when a comment is provided).

5. The Individual will be notified of the Approval via an Email, including the comment.

6. The Last approved by and date field will be populated in the table for that individual.

7. The Postponed by and date field in the table will be cleared if it had been populated.

Table Information