Approval Process

  • Last Created On Jun 28, 2023
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Used for approval after OKR is completed.

Add New Approval Process

    To add a new approval process to your organization:

    • Step 1. Go to Settings menu under OKR module from the left sidebar
    • Step 2. Select Approval Process menu -> Click on the Add button.

    • Step 3. In the Add approval page, fill the following details:

       
      1. Enter the Subject.
      2. Select Department: used to select the department containing the OKRs that will apply this approval process
      3. Select OKRs: If no OKRs are selected, OKRs will use the most recently created approval process to approve the checkin detail.
      4. Select the notification receipt: 
      5. Select the Maximum number of days to sign: calculated from the date the employee requests approval.  If the selected approval period is exceeded, approval is still possible. This time is only for the supervisor to manage. The system will notify the supervisor 1 day before the approval deadline
      6. Select approval Process: Choose specific senders for approval or Approver
      7. Click  to add another approver to the process
        Click  to remove a approver from the process
    • Step 4. Click Save button 

    Edit approval Process

    To edit the details of an existing approval :

    • Step 1. Go to Settings menu under OKR module from the left sidebar
    • Step 2. Select Approval Process menu -> Select approval setting need to be edited and click Edit 

    • Step 3. Make the necessary changes and click Save button 

    Delete approval

      • Step 1. Go to Settings menu under OKR module from the left sidebar
      • Step 2. Select Approval Process menu -> Select the approval need to be deleted and click Delete

      • Step 3. Confirm your selection in the following pop-up. The approval will be deleted.
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