Template Approval

To view Template Approval

On the Reports menu, select Performance Management and then click Template Approval.
Select the required fields from the drop down boxes.
Click Create Report to create the report or click Export As button to export the report in Excel or CSV format.

Note 1: Click Reset to reset the configuration from the start.

Note 2: ‘Delegated’ and ‘Override Approval’ drop down is multi-select.

To filter the data, enter the data in the Search across all columns text box or else click Clear Filters button to clear filters.
Click icon to download the report.

The report will get downloaded.

The details will be displayed in the grid with the following details.

The columns displayed in the Template Approval Report are:

Template Approval Report

Column	Description
Template Name	Displays the name of the template
Template Type	Displays the type of the template
Approver	Displays the name of the approver
Delegation	Displays whether the template approval is delegated or not
Delegated Approver	Displays the name of the delegated approver
Status	Displays the status of the template approval report
Approved by	Displays the name who approved the template
Override Approval	Displays whether the template approval is override or not
Template Mapping	Displays whether the template is mapped to the employee or not
Template Mapping Level	Displays the mapping level of the template
Template Org Value	Displays the org value of the template
Template Approver Mapping	Displays whether the template approver is mapped or not
Template Approver- Org Value	Displays the org value of the template approver
Notification Date	Displays the notification date of the template approval report
Pending in a particular Queue	Displays the template approval report pending in a particular queue

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