When a user submits a new goal or modifies an existing goal and clicks the link, if goal approval is required, an approval request email is sent to the manager or the goal approver (if the corresponding email is active). The manager/approver can approve or deny the request from either their Inbox or the Action Items page in My Team.
The Edit Goals page allows managers to adjust their direct reports' goals - they can update progress, change visibility, and add comments.
Managers can approve or deny the goal by clicking on the appropriate button at the bottom of the screen.
To approve or deny a direct report's goal:
- Click the My Team tab.
- With your ID card selected on the left, click the Action Items tab. All of the items that require your action appear.
- Next to the goal you are reviewing, click the link.
- If you are able to edit the goals of direct reports, you may choose to do so before approving or denying the goal.
- At the bottom of the screen, click or . If you click , you are prompted to add a comment regarding the denial. This enables managers to explain why the goal was denied. An email is sent to the user, informing them that the goal was denied (if the corresponding email is active). If you click , the goal is approved. An email is sent to the user, informing them that the goal was approved (if the corresponding email is active). If you made any changes to the goal before approving it, those changes are now a part of the approved goal.