Template Approval Mapping

As an Admin you can map the Approver for the Templates so that only the approved templates are available for the employee for Goal setting

The Approver will be the checker who will validate that the templates mapped to each of the job roles are correct and approve it so that only the validated templates are available for the employee for goal setting.

To approve Template Mapping

On the PW Admin menu, select Performance Management and then click Performance Management Admin.

‘General Settings’ page appears.

On the left navigation pane, click Template Approval Mapping.

‘Template Approval Mapping’ page appears.

The Template Approval Mapping will be displayed with the following details.

Total Templates
Templates Approved
Delegated Templates
Pending Templates
Pending Templates (Delegated)

Type the template name in the Search text box and click Search.

Note: To clear the text box, click Clear.

The details will be displayed in the grid.

Template Approval Mapping details

Field	Description
Template Name	Displays the name of the template
Approver	Displays the name of the approver
Delegation	Displays whether the template is delegated or not
Status	Displays the status of the template
Map Approver	Displays whether the template name is mapped to approver or not
Over-Ride Approval	Click Approve link to enter the comment in the Over Ride Approval text box
View Approver	Click View icon to view template approver mapping details
View Template	Click View icon to view template input characteristics details

To map the template, select the required check box corresponding to the template approval mapping you want to map and then click Map link under Map Approver column.

‘Template Approval Mapping’ dialog box appears.

The name of the template will be displayed in the Template Name drop down box.
Select the job code from the Job Code drop down box.
Click Map and Close to save the data as that template for the approver or else click Cancel to exit from the window.

To map multiple templates, select the required check boxes corresponding to the template approval mapping you want to map and then click Map button.

‘Template Approval Mapping’ dialog box appears.

The name of the template will be displayed in the Template Name drop down box.
Select the job code from the Job Code drop down box.
Click Map and Continue to save and continue adding another data as the template for the approver or else click Cancel to exit from the window.

To over ride approve, select the required check box corresponding to the template approval mapping and then click Approve link under Over- Ride Approval column.

‘Template Input Characteristics’ window appears.

The details will be displayed in the grid.

Enter the comment in the Over Ride Approval text box.

The template status will be updated to as approved and it will then be allowed to be used in the further flow by employees.

To view the list of approver, the templates mapped and the org levels mapped to each of the approver, click View icon under View Approver column.
If you want to send the template for approval, select the required check box corresponding to the template approval mapping and then click icon under View Template column.

‘Template Input Characteristics’ window appears.

The details will be displayed in the grid.

Enter the relevant comment in the Send for Approval text box.

To notify approver, select a particular record or select all records to notify by clicking Notify Approver.

E-mail trigger will be sent to the approvers so that the approvers are notified to take the action.

Note 1: Once the updated template is sent back for approval after modification it will be available in the queue of the delegated approver if the delegation action has occurred else with the original approver.

Note 2: If the approver has delegated the template approval then ‘Yes’ option will be displayed under ‘Delegation’ column or else it will be displayed as ‘No’.

Note 3: Even after the modification of the templates when the status is as Revert for Modification or Pending the admin has to send the template for approval again by clicking on ‘Send for Approval’ button under ‘View Template’ column.

To change the number of templates being displayed, on the Template Approval Mapping page, click the Show drop-down box and select the number of templates to be displayed.
To download the ‘Template Approval Mapping’ report, click Download Template link.

The template will get downloaded with the following details such as template name, job code and approver id.