Assessment Workflows (approvals & signatures)

Adding signatures to performance appraisals
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...
Thu, Apr 16, 2020 at 5:41 PM
Sending appraisals back to various stages of a workflow
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. ...
Wed, Feb 12, 2020 at 5:09 PM
Adding an approval step before appraisals can be shared with reviewee
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...
Fri, Feb 21, 2020 at 2:53 PM
How to approve a review
If a review requires your approval, go to the Appraisals page. Find the reviewee in question and press 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...
Fri, Feb 21, 2020 at 3:43 PM
​How do I know if an appraisal requires my approval?
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.
Fri, Feb 21, 2020 at 3:43 PM