Dialogue Approval Process

 

 

First, Administrators must set up the dialogue approval process required for managers and employees to complete.  Go to Admin>Dialogues>>Approval Workflow.  You are able to design up to five additional approval sequence steps other than the required Evaluator, Team Member and HR approval steps.  

 

Then as dialogues are created upon adding team members, Administrators can track the progress and completion of performance dialogues. The pending list in Reports>> Dialogue Approvals shows what needs to be completed or completed in the approval workflow sequence.  

 

 

To complete any steps of the approval process sequence, on the Dialogues Approval screen (above) or the person's dialogue screen (below), click the word PENDING at the step you want to approve.

In the approval screen for an individual step, input your dates, acknowledgments/comments (if needed).  This may appear differently for each section.  Example below. 

 

When you click Update, you will be taken back to the open dialogue.  You can see the sequence of needed approvals for the specific sections. Click on each section and signoff for each section in the approval section. 

Remember, ideally, Managers and Team Members should be completing the approvals for their sections and adding their own notes.  Administrators can do this for them too.