📝✨ How Does the Goal Approval Process Work?

Setting and approving goals is a key part of ensuring team alignment and maintaining a success-driven culture. Here’s your step-by-step guide to how the goal approval process works! 🚀

⚙️ Enabling the Approval Process

To activate the goal approval workflow:
1️⃣ Go to Admin Panel > Period Management > Period Settings > Agenda Section > Approval Process Checkbox

When you enable this checkbox, you’ll see two options:

• ✅ Employee selects the approver: Provides a more flexible process.
  
  

• ✅ Goals automatically sent to the employee’s direct manager: Ensures a more structured approval flow.
  
  

💡 Note:
Once the approval process is enabled, managers cannot create goals on behalf of their employees.
Goals must be created and submitted for approval by employees themselves.

🔄 Approval Process Flow

During the approval process, each goal can exist in one of four statuses:

1️⃣ Draft: The goal has just been created.
2️⃣ Pending Approval: The goal has been submitted for approval.
3️⃣ Rejected / Sent Back: The manager has requested revisions.
4️⃣ Approved: The goal has been officially approved.

🎯 Approved Goals:

• Can be updated through Check-ins.
  
  

• Become visible to others (if visibility settings allow).
  
  

• Are included in the scoring or performance evaluation system (if applicable).
  
  

💡 You can monitor approval statuses via:
Admin Panel > Period Management > Reports Icon > Reports > Approval Process

📤 How to Submit Goals for Approval

After creating your goals in Draft status:
1️⃣ Go to the Business Goals page.
2️⃣ Click the Submit for Approval button.

📌 Only goals that are still in draft status can be submitted for approval.

👩‍💼 As a Manager: How to Approve or Reject Goals

You’ll see goals awaiting your approval on your homepage.

1️⃣ Use the Approve or Reject buttons to take action.
2️⃣ If you’re sending a goal back for revision, add a comment — this note will be shared with the employee who created the goal.

✔️ Bulk Approval:

• Go to the Goals Awaiting Your Approval section.
  
  

• Click Bulk Edit, select multiple goals, then choose Approve or Reject.
  
  

✏️ Updating a Rejected / Sent Back Goal

If a goal was rejected or sent back, you’ll need to revert it to Draft to make changes:
1️⃣ Go to Business Goals > My Goals > Revert to Draft

📌 Updates can only be made before the deadline specified in the period agenda.
🔄 After making changes, don’t forget to resubmit the goal for approval.

🎯 Why Use the Approval Workflow?

By following this process, you ensure that all goals are:

• Clearly reviewed and aligned with company priorities
  
  

• Approved transparently
  
  

• Managed systematically across the organization
  
  

This builds trust, accountability, and clarity — helping your team move forward together! ✨