Major changes to the Approval Processes
These new features and functionality were a requested by our customers.
🆕 📰 The ability to Postpone Approvals in lieu of either Skills changes or Extra Evidence has been added, and includes the ability for individuals to Re-Request approval afterwards.. This takes approvals and approval communication to the next level.
Why may you want to do this?This represents a more realistic, practical and direct process for Approvals using the portal for communication between the Individual and the Approver.
🆕 📰 Approval Requests by individuals, Approval Postponements and Approvals by Team Leaders, Line managers and Mentors now ALL require Comments to be included
- Why?
To improve the communication channels
🛠️ Changes to Bulk Approvals. People given Admin access to Approve SelfAssessed page, now have the option to make use of the Individual Postponements & Approvals functionality, and in addition they will see a Skill Changes tab when reviewing the Individuals Info which is similar to the Team Analytics Skill Changes, but will only relate to the selected individual. Standard Bulk Approvals are still available. Admin Approvers will also be notified about Approval Requests and Re-Requests.
Why?Adds another dimension to Bulk Approval functionality.
🆕 📰 Mentors can now be added as relationships directly via the Admin functionality Manage Relationships. Previously they were only able to be removed, as they were setup via the mentor Process.
- Why?
To enhance the Approvals functionality to include Mentors, and to standardize the manage Relationships function.
\uD83D\uDCD8 Instructions
Setting up people to carry out the Approve SelfAssessed Admin function
They will need to be set up as an Admin
Change their Admin Assignments for access to Approve SelfAssessed page, and the required functionality. e.g.
The Admin Guide References for carrying out Admin style Approvals are:
But as a heads-up the Process overview is:
New Processes for Line Managers, Team Leaders & Mentors
Who can or cannot Approve Profiles is set up in the Manage Features and Settings e.g.:
The Planner Guide References:
But as a heads-up the Process overview is:
The following is a link to the relevant Planner Guide help page: Guidance
New Processes for Individuals
The Planner Guide References:
But as a heads-up the Process overview is:
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