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Approve SelfAssessed

This is special functionality that allows someone with the appropriate Admin privileges to Approve the SelfAssessed Profiles for multiple people simultaneously.

The Admin permissions will need to be added via Update Access Permissions as required.

This functionality would normally 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.

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  • Only people that have updated their skill profile in some way after their self-assessment Draft version (v1), will appear in the list. In most cases that will mean from v2, unless v1 was created via an alternative mechanism such as a Copy From Endorsed.

  • Standard Search and filtering options are available, including Clear & Refresh.

  • Use Search if you wish to filter the list so that the Select All only selects the people showing in the list, and does not select from the entire list.

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.

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Approve Profiles

  1. Select the Approve Profiles button

    image-20240402-040016.png

  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.

    image-20240402-040703.png

  6. Add a comment (or not)

  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

    image-20240402-041042.png

On this page:

Table Information

Field Name

Usage Description

Select

Display selection boxes when Approve Profile clicked. used to select the people for Approval.

Using the Select (all) in the column heading will select everyone on the list with a selection option available.

Use Search rather than the individual column filters if you wish to filter & limit the list in order to use the Select (All) option.

Only people without an already Approved latest Profile will be eligible for selection.

Person Name (email)

Person's name & email address

Last Updated by and date

Shows:

  • Who updated their Profile last

  • The date it was updated

  • The current version number

Last Approved by and date

Shows:

  • Who approved their Profile last

  • The date it was approved

  • The version number that was approved

SelfAssessed Status

The status of the persons current (latest) Profile. Can be used to select only people with (for example) a status of Requested.

Could be either:

  • Blank - Never approved and no outstanding approval request

  • Requested - Their is an outstanding Approval Request by the person

  • Approved - Their current Profile has been approved

Number of Skill Changes

Provides an indication of how many skills the person has updated in their Profile since their previous Approval.

Related Help pages

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