Assessment Workflows (approvals & signatures)

Once your performance appraisals are complete, you may want to have certain parties sign off on them. There is a simple 2-step process to add signatures to your assessments. Click here to see our article on adding signatures to 360s. The process is ver...

There are various reasons why you may want to send an appraisal back to various stages in the workflow. For instance, if someone needs to make changes to their portion of the appraisal, they cannot do so if it has already been signed, shared, or approved. ...

By default, the system allows the manager (or manager's manager and so on) or any HR Administrator to share an appraisal with the reviewee the moment both the employee and manager have submitted their responses. Typically, sharing is done by the direc...

If a review requires your approval, go to the Appraisals page. Find the reviewee in question and click the Results button for that person. If your approval is required, you will see a giant box at the top of the screen with an Approve button. Whe...

Primalogik does not notify you by email when you are required to approve something, however, you will have an item placed into your Tasks list.