Goal - Approve or Deny
Approvers can approve or deny a goal from the Requests tab of the Universal Profile: Actions page. When viewing a goal approval request, users may have the option to view or edit the goal. The availability of these options is based on whether the goal is locked and whether the approver or manager is able to edit the user's goal.
When viewing or editing a user's goal from the Requests tab of the Actions page, the user can approve or deny the goal from this page. The following options are available at the bottom of the page:
- - Click this button to approve the goal. 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.
- Note: If the approver edited the goal prior to denying it, then the approver's changes are discarded.
- Click this button to deny the goal. This opens a Deny Request pop-up, in which you must provide comments regarding why the goal is denied. Within the pop-up, enter the reason for denying the goal and click the button. If the email is configured, then this action triggers an email notification to alert the user that their goal was approved.
- Click this button to exit the page without approving or denying the goal and return to the previous page.
To view approval requests, go to
. Then, click the Requests tab.
|Action Items - EPM
||Grants ability to view and take action upon Performance (EPM) items on the Action Items page and in the Your Action Items widget. This permission can be constrained by OU, User's OU, User's Self, and User's Self and Subordinates. This is an end user permission.
|Request Items - View
||Allows user to access the Requests tab on the Universal Profile > Actions tab. This permission cannot be constrained.
||This email is triggered when a user submits a goal or requests to cancel a goal and the request is approved by the approver.
||This email is triggered when a user submits a goal or requests to cancel a goal and the request is denied by the approver.