Manager approval of evaluation – Initial phase
If the worker has completed and submitted the evaluation for approval, the manager will receive an email notification and a request asking them to confirm their subordinate's evaluation.
If the manager finds any shortcomings in the evaluation, they return it to the employee for completion and approve it only after correction.
Approve the evaluation
- Use the link in the email or request to open your subordinate's evaluation.
- Check the set goals and employee responses in the appropriate tabs.
- Answer the questions that are intended for you (as the manager ) at this stage.
- You can add a comment to a subordinate's evaluation at any time.
- If the evaluation is correct, approve it by clicking the Approve button.
- Once approved, the evaluation is in the Approved state and the Ongoing phase begins.
Return for additions and re-approval
- If the evaluation contains inconsistencies, return it to your subordinate for revision using the Return for Additions button.
- You must fill in a comment for this action. The comment will be recorded in the Evaluation history and will also be displayed to the subordinate in the email invitation/request to complete the evaluation.
- Wait for the subordinate to correct the evaluation and resubmit it for approval. You will be notified again by email and receive a request to confirm the evaluation.
- Check the corrected evaluation again and approve it or return it for additions.
- Repeat the process if necessary until the evaluation can be approved.
