Working with Approvals and Reviews

ePerformance uses the Approval (PTAF_TXN) component to define its approval processes. There are five approval processes, three of which use the new approval framework. The three are as follows:

Approval Process	Definition
ManagerOnly	One-step approval process that routes the transaction to an approval manager.
ManagerToAdmin	Two-step approval process that routes the transaction to an approving manager and then to the ePerformance HR human resources administrator.
AdminOnly	One-step approval process that routes the transaction to the ePerformance HR administrator. The approval process definition is linked to a document type using the Document Type page. In addition to assigning the approval process definition to a document type, also define when the employee review is to occur within the performance process. The choices are as follows: Approval. Before EE (Employee Evaluation) Review Held - EmpowHR follows one of the approval processes, and the document is approved before the manager discusses with the employee. Approval. After EE Review Held - EmpowHR follows one of the approval processes, and the document is approved after the manager discusses it with the employee. Approval. No EE Review Held - EmpowHR follows one of the approval processes, but the manager does not review the document with the employee. No Approval. EE Review Held - EmpowHR does not follow an approval process, but the manager must review the document with the employee. No Approval. No EE Review Held - EmpowHR does not follow an approval process, and the manager does not review the document with the employee.

Approval Process

Definition

ManagerOnly

One-step approval process that routes the transaction to an approval manager.

ManagerToAdmin

Two-step approval process that routes the transaction to an approving manager and then to the ePerformance HR human resources administrator.

AdminOnly

One-step approval process that routes the transaction to the ePerformance HR administrator.

The approval process definition is linked to a document type using the Document Type page.

In addition to assigning the approval process definition to a document type, also define when the employee review is to occur within the performance process. The choices are as follows:

Approval. Before EE (Employee Evaluation) Review Held - EmpowHR follows one of the approval processes, and the document is approved before the manager discusses with the employee.
Approval. After EE Review Held - EmpowHR follows one of the approval processes, and the document is approved after the manager discusses it with the employee.
Approval. No EE Review Held - EmpowHR follows one of the approval processes, but the manager does not review the document with the employee.
No Approval. EE Review Held - EmpowHR does not follow an approval process, but the manager must review the document with the employee.
No Approval. No EE Review Held - EmpowHR does not follow an approval process, and the manager does not review the document with the employee.

EmpowHR: Section 16 - ePerformance

Working with Approvals and Reviews

See Also