Actions - Requests - Goals

From the Requests tab, approvers can access their pending approval requests, view completed requests, and view approval progress. The tab only displays for users with permission to view request items.

Approvers can view goal approval requests from the Requests tab of the Universal Profile: Actions page.

To view approval requests, go to Home > Universal Profile > Actions. Then, click the Requests tab.

When a goal approval request is displayed on the Requests tab, the following is displayed for each request:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. Click the action item title to open the View Goal or Edit Goal page. The ability for an approver to edit a user's goal is configured by the administrator.
  • Date Submitted - This displays the date on which the item was submitted for approval.
  • Goal Owner - This displays the name of the user who submitted the goal for approval.
  • Status - This displays the current status of the request.

Approve

To approve the request, click the Approve button . This commits your approval decision for that goal. The goal's status is updated to Approved. If the email is configured, then this action triggers an email notification to alert the user that their goal was approved.

Deny

To deny the request, click the DENY button. This opens a Deny Request pop-up asking for your confirmation. Once confirmed, the goal's status will be updated to Denied. If the email is configured, then this action triggers an email notification to alert the user that their goal was denied.

Options

The following options may be available from the action item drop-down menu:

  • View - This option is available if the goal is locked or if managers and approvers are not allowed to edit an employee's goal. This option opens a read-only version of the user's goal. The approver is able to add comments and attachments to the goal. The option to Approve or Deny the goal is available when viewing the goal. See Goal - Approve or Deny.
  • Edit - This option is available if managers and approvers are allowed to edit an employee's goal. This option opens the Edit Goals page for the goal. See Goal - Create/Edit.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days