Update the perform approval route

Perform uses the Employee to Line Manager approval route by default. You do not need to set this up unless you want a different approval route.

We recommend keeping the default because:

  • Setting up a different route for one appraisal template means you must create routes for all templates

  • When setting alternative routes, a Submitted option replaces the Complete option in all Perform appraisal forms, meaning the new approval route only applies when you submit an appraisal and mark it complete after approval

Set up a new approval route

Follow these steps to create an approval route other than the default:

  1. Go to System Tools > Utilities > Apps > Request/Approval.

  2. In the dropdown, select Perform.

  3. Choose Create New.

  4. The Request/Approval form opens. Complete the form as follows:

    Field
    Description/How to complete
    Line Manager
    Select this checkbox to send appraisals to employees' line managers for approval.
    Employee

    Select a name from the list to send appraisals to an approver other than the employee's line manager.
    Custom Employee

    Enter the number of the custom field you created (for example, Head of Department) if you want that person to approve.
    External Email

    The system sends appraisals to all employees with that Job Type.
    Select the Builder (cog symbol) to open the Where Clause Builder.
     
    Here you can create an approver where clause for the approval route using Job Type or another criteria.



    The system then sends time requests to all users with that job type or whatever criteria you have added.

    Employee Where Clause

    Select the cog icon to open the Where Clause Builder. Use it to create a rule that decides which employees’ appraisals will follow this approval route.
    Stage
    (Mandatory field)

    Enter a number to show the approval order. Use 1 for the first approver.
    CC Manager on Approval

    Select this box if you want the employee’s line manager copied on approvals. This is useful for multi-stage approvals or when the approver is someone else.
    Internal

    Select this if you want approvers to approve only through the Notification panel on their Home page. Leave unticked to include a link in the email.
    Remove form data from email Select this to prevent sensitive form data from being sent in emails.

  5. After completing the form, select Save.

Related topics:

These are the steps you should complete before creating your appraisal templates:

After you have completed these steps, you can Create a new appraisal template .