Amend the Perform approval route

Perform uses the Employee to Line Manager approval route by default, so you do not need to set this up in the Request/Approval area.

We recommend this option because:

  • Setting up an alternative approval route for just one appraisal template means you must set up an approval route for all appraisal templates.

  • When setting alternative approval routes, a Submitted option replaces the Complete option on all Perform appraisal forms.

    This means the request route only takes effect when submitting an appraisal and marking it as complete after authorisation.

Set up a new Approval Route

To create an approval route other than the default Employee to Line Manager route which is already set up for you:

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

  2. On this screen, select Perform from the dropdown and choose Create New.

  3. Complete the screen using this table as a guide:

    Field
    Description/How to complete
    Line Manager
    Select this checkbox to send appraisals to the employee’s line manager for approval.
    Employee

    Select a name from the list to send appraisals to an approver other than the employee's line manager.
    Custom Employee
    To send appraisals to an employee specified in a custom lookup field in the Screen Builder (for example, Head of Department), enter the number of the custom field.
    External Email
    Enter an address here if you want employees to send appraisals to an external email.
    Select the Builder (cog symbol) to open the Where Clause Builder.

     

    Here you can configure an approver where clause for the approval route using Job Type.
     
    If more than one person has the specified Job Type, the system sends appraisals to everyone with that Job Type. 
     
    Employee Where Clause
    Select the Builder (cog symbol) to open the Where Clause Builder and use it to configure an employee where clause for the approval route (specify which employees’ appraisals will be submitted using this approval route).
    Stage
    (Mandatory field)

    Enter the approval stage number for this approver in the process. You must configure at least one stage.

     

    For example, if they are the first approver, enter the number 1
    CC Manager on Approval
    Select if you want the system to ‘cc in’ the employee’s line manager.
     
    For example, for multi-stage approvals and/or if the approver is someone other than the line manager.
    Internal

    Select this option if you do not want the email to the approver to include a link for approving or rejecting the request. If selected, approvers must access requests through the Notification panel on their Home page.

    If left deselected, the email will include a link allowing the approver to approve or reject the request.
    Remove form data from email Select this checkbox to stop potentially sensitive form data from sending in emails.

  4. After completing the Request/Approval 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 .