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Approval for OKRs

OKR Approval

Purpose

The OKR Approval screen allows designated approvers to review and evaluate submitted OKR check-ins. Approvers can approve or reject progress updates and OKR completion requests based on the achieved results and supporting information provided by employees.

This process ensures accountability, validates reported progress, and controls the completion of OKRs through a structured approval workflow.

Approve

To review and approve an OKR check-in:

Step 1

Navigate to Check-In within the OKR Module from the left sidebar.

Step 2

Click Go to Approval.

The system displays all pending approval requests assigned to the approver.

Step 3

Review the submitted information, including:

  • Progress Updates

  • Key Result Achievements

  • Confidence Levels

  • Check-In Responses

  • Feedback Information

  • Attachments

  • Completion Request Status

Step 4

Click Approve if the submitted progress or completion request is acceptable.

The approval action is recorded in the approval workflow.

Reject

To reject a submitted check-in or completion request:

Step 1

Open the approval request.

Step 2

Review the submitted information.

Step 3

Click Deny if the expected results have not been achieved or additional updates are required.

The request will be returned to the employee for further progress updates.

View

The Approval screen displays:

  • Objective Information

  • Key Results

  • Current Progress

  • Confidence Levels

  • Check-In Responses

  • Attachments

  • Approval Status

  • Approval History

  • Assigned Approvers

Workflow Rules

Regular Check-In Approval

  • Employees submit progress updates through the Check-In process.

  • Approvers review the submitted information.

  • If approved, the employee can continue future check-ins according to the planned schedule.

  • Approval of a regular check-in does not complete the OKR.

Completed OKR Approval

  • When an employee selects Complete OKR during a check-in, the submission becomes a completion request.

  • The request enters the approval workflow.

  • Employees cannot perform additional check-ins while the completion request is awaiting approval.

Approval Outcome

Approved

If the approval request is approved:

  • For regular progress updates, the OKR remains active.

  • Employees continue future check-ins as scheduled.

  • The OKR status remains incomplete.

If the approval request relates to a completed OKR:

  • The system changes the OKR status to Finished.

  • The OKR is considered fully completed.

  • No additional check-ins are required.

Denied

If the approval request is denied:

  • The OKR remains active.

  • The OKR status remains incomplete.

  • Employees can continue submitting future check-ins.

  • Additional progress updates may be required before resubmitting for approval.

Status Behavior

Status Description
Pending Approval The check-in or completion request is awaiting review.
Approved The request has been approved.
Rejected The request has been denied and returned for further action.
Finished The OKR has been successfully completed and approved.

Multi-Level Approval Workflow

Sequential Approval Process

An OKR may contain multiple approvers within its approval workflow.

Approval Scenario

  • When the first approver approves the request, the workflow proceeds to the next approver.

  • Each subsequent approver can continue reviewing and approving the request.

  • The approval process continues until all required approvers have completed their review.

Rejection Scenario

  • If any approver rejects the request, the approval process immediately stops.

  • Remaining approvers are not required to review the request.

  • The request status changes to Rejected.

Synchronization

Approval data is synchronized with:

  • Objectives

  • Key Results

  • Check-Ins

  • Approval Processes

  • Employees

  • Departments

  • Notifications

  • Dashboards

  • Reports

  • Activity Logs

Permissions

Permission Description
View Approval Requests Allows users to view assigned approval requests.
Approve Allows users to approve submitted OKR requests.
Reject Allows users to reject submitted OKR requests.

Important Notes

  • Only designated approvers can access approval requests.

  • Approval of a regular check-in does not mark the OKR as completed.

  • An OKR only reaches the Finished status when the employee has selected Complete OKR and the approval request has been approved.

  • Rejected requests remain active and continue through the normal check-in process.

  • Employees cannot submit additional progress updates while a completion request is awaiting approval.

  • In multi-level approval workflows, a single rejection immediately terminates the approval process and marks the request as rejected.

  • All approval activities are recorded for auditing and reporting purposes.

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