5. Approve SelfAssessed

Owned by Graham Kennedy
Last updated: May 30, 2024
5 min read

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.

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

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.

An overview of the Approval Process can be seen here: 5.1 Approval Process Overview

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  • Only people that have updated their skill profile in some way (e.g. After their self-assessment Draft version (v1)), will be available for Approval.

  • 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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Bulk Approvals

You can choose to review each of the individuals Profiles, Evidence, Action Plan and Skill Changes and carry out the Postponement process before carrying out Bulk Approvals if necessary. (Refer: 5. Approve SelfAssessed | Individual Approvals and Postponements )

  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 Admin 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.

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

  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

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

  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

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.

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.

Postponed by and date

Shows:

  • Who Postponed the approval

  • The date it was postponed

 

Related Help pages