Template Approval
As a Template approver you can view the templates assigned to you in groups so that you can be aware of which template belongs to which function and the roles within.
To view Template Approval
On the My Team menu, select Performance Management and then click Template Approval.
The Template Approval page appears.
The parent hierarchy level will be available in the list view with the option to expand to view the child i.e. roles related to the function templates displayed in the tab view within the list.
The list view will contain the summary of how many templates are present within each group, how many have been approved and how many are pending.
The details will be displayed in the grid.
Template Approval details
Field |
Description |
Organization Level |
Display the names of the templates for each of the Org levels |
No. of Templates |
Displays the number of templates |
Templates Approved |
Displays the number of templates approved |
Templates pending for approval |
Displays the number of templates pending for approval |
Click the arrow link under Organization Level column to get the details.
The details will get expanded.
On expansion, the tab will be displayed with the option to approve, edit or delegate the template for approval.
Each of the templates will be available as a tab with the child mapped to the parent hierarchy to be the name of the tab used for grouping purpose.
Click Edit to edit the details.
If the approver selects the edit option, then the approver will have the option to edit the weightages and the targets for each of the KRA (Key Result Access) for all the columns.
Edit the details in the following boxes and click Save.
A pop-up appears showing that the details will be saved successfully.
Note: When the edit button is selected both approve and delegate button will be disabled. Only after editing and saving the data the buttons will be enabled.
To approve the template, enter the comment in the comment text box and then click Approve.
A pop-up appears showing that the template approved successfully.
The template will be considered as approved with no changes and available for employee for the goal setting.
If the approver has delegated the template approval then that particular employee name and Yes option will be displayed else it will be displayed as No.
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