Many Performance Reviews will include an approval stage at the end of the workflow. In this article, we'll walk through the steps to approve or reject a Performance Review.
In this article:
Navigating to Review
Approve a Review
Reject a Review
Additional Resources
When a review workflow has an HR Approval stage, a user will get notified that the review is ready to approve or reject.
Example 1:
Example 2:
Navigating to Review
- When the review has been completed and is ready for the HR Approval stage, the tasks will be assigned to the user.
- The user can navigate to Me > Tasks.
- Then select the task they need to complete.
Approve a Review
When a user clicks on the tasks to approve a review, they will be sent to the review.
- From the review, they can look over the review comments and make sure that everything was completed correctly. If everything is correct, they can Click Approve Review.
- When the review is approved, they will get an approval message, alerting them it has been approved.
Reject a Review
Same as approving a review, when a user navigates to tasks, they will see the tasks to Approve a Review. They can select the tasks, which will launch the review they have to approve.
- They will look over the review and see if everything is completed correctly. For this example, we want to reject the review and send it back as the review comments were not filled with much information.
- Click on Reject Review.
- A new window will appear, this will prompt the user to add a note to the reviewer alerting them why the review was rejected.
- When done, select Reject Review.
- The user will get a notification that the review was rejected with a note, asking them to re-complete the review.
Please note: You can adjust the language of the Approval Stage Rejected email by navigating to Tools> Setup> Performance Settings.
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