Template and Approver Configuration
As an Admin you can configure for Template Mapping and Template approval so that you can chose the Template Mapping and Template Approval categories.
To map the templates based on the organization level or at an employee level
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 and Approver Configuration.
‘Template and Approver Configuration’ page appears.
The details displayed are:
In Template Mapping based on option
If Organization Level is selected then select the level of organization from the Select Organization Level drop down box.
If Employee Level is selected then the current process of template to employee level mapping will be followed.
Note: The user will have to choose at what level of the organization the templates will be mapped. The data for the organization mapping will be fetched from the organization design master data.
In Multiple template mapping required option, select Yes to map to different templates so that multiple calendars can be set for the employees at the same time.
For example: The yearend appraisal for the year 2015-16 will happen in March 2016 and at the same time the goal setting will begin for the year 2016-17 in March 2016.
Note: The mouse over the
‘information’
icon which contains the message as “This configuration is to allow for
a particular Org level or employee to be mapped to multiple templates
or restrict for a single template so that same template can be available
for multiple calendars”.
In Template Approval Required option,
If No is selected then the template approver mapping will not be enabled.
If the option is selected as Yes then the Approver will be selected based on ‘Organization Level’ or ‘Employee Level’.
In Approval Based on option,
If Organization Level is selected then admin can multi-select the options from Template Approval Mapping Based on drop down box.
If Employee Level is selected then Search button will appear for Template Approval Mapping Based on option
If ‘Employee Level’ is selected then the current process of template to employee level mapping will be followed for template approver mapping as well.
To ‘Add Department Designation’, click Search button in Template Approval Mapping Based on option.
‘Add Department Designation’ window appears.
Select the required template from the drop down boxes.
Click Fetch Employees.
The Employee Search text box get appears.
In the Employee Search text box, enter the employee name or employee id or press SPACEBAR to get the employee name or id from the drop down list and then click Go.
The employee name will get appear under Excluded Employees list box.
To map
the employees to a particular template for approval, select
the employees under Excluded
Employees list box and click 
to move them to the Included
Employees list box.
To remove
the added employees from the Included
Employees list box click 
to move
them to the Excluded Employees
list box.
Click Save and Close to save the details and close the window.
Click Cancel to exit from the window without saving.
In the No. of Reminders text box, enter the number of reminder for the approver for template approval.
In the Frequency of Reminders (from Date of mapping) text box, enter the number of reminders frequency.
If in the No of Reminders text box, option is given as 3, then number of reminders frequency will be given as 0, 3, and 5 where 0 is on the day of Notify Approver action, 3 is day of Notify Approver + 3 days and so on.
If the template has been approved after the first reminder then the email should not be triggered for the second reminder.
If the approval has been delegated then the second reminder should include the delegated employee with the initial approver in CC.
In Template grouping required option, select Yes to group the template or else click No.
Click Save to save the changes done or else click Cancel.
Click to know more:
Department Designation Mapping
Template - Organization Level Mapping
Learning Need Identification(LNI)