Approval Processes
Purpose
The Approval Processes screen allows administrators to configure approval workflows for completed OKRs. Once an employee completes an OKR and submits it for approval, the configured approval process determines who receives the request, the approval sequence, notification recipients, and approval deadlines.
Approval processes help ensure accountability, review consistency, and proper validation of OKR completion before final approval.
Create
To create a new approval process:
Step 1
Navigate to Settings within the OKR Module from the left sidebar menu.
Step 2
Select Approval Process and click the Add button.
Step 3
Complete the required information:
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Enter the Subject.
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Select the Department.
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Select the applicable OKRs.
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Select the Notification Recipient(s).
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Specify the Maximum Number of Days to Sign.
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Configure the Approval Process by selecting individual approvers or approval roles.
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Click Add Approver to include additional approval levels.
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Click Remove Approver to remove an approval level if required.
Step 4
Click Save to create the approval process.
The approval process will become available for OKR completion approvals.
View
The Approval Process list displays all configured approval workflows.
Users can view:
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Subject
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Department
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Assigned OKRs
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Notification Recipients
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Approval Deadline
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Approval Hierarchy
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Creation Details
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Last Updated Information
Edit
To modify an existing approval process:
Step 1
Navigate to Settings → Approval Process within the OKR module.
Step 2
Locate the approval process to be updated and click Edit.
Step 3
Make the required changes.
Step 4
Click Save to apply the changes.
The updated workflow will be used for future approval requests.
Delete
To remove an approval process:
Step 1
Navigate to Settings → Approval Process within the OKR module.
Step 2
Locate the approval process to be removed and click Delete.
Step 3
Confirm the deletion in the confirmation dialog.
The selected approval process will be permanently deleted from the system.
Approve
When a completed OKR is submitted for approval, designated approvers can review and approve the request according to the configured approval workflow.
Approved OKRs proceed to the final approved status.
Reject
Approvers may reject a submitted OKR if additional work, clarification, or corrections are required.
Rejected OKRs are returned to the owner for further action and resubmission.
Field Descriptions
| Field | Description |
|---|---|
| Subject | The title or description used to identify the approval process. |
| Department | The department whose OKRs will use this approval process. |
| OKRs | Specific OKRs assigned to the approval workflow. |
| Notification Recipients | Users who receive notifications related to approval requests and approval activities. |
| Maximum Number of Days to Sign | The recommended number of days allowed for approvers to review and sign the approval request. |
| Approval Process | Defines the list and sequence of approvers responsible for reviewing completed OKRs. |
| Approver | Individual user or approval role responsible for reviewing and approving submitted OKRs. |
Workflow Rules
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Approval processes are used when an OKR is completed and submitted for approval.
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Approval workflows can be configured for specific departments.
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Approval workflows can be assigned to specific OKRs.
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If no OKRs are selected during configuration, the approval process can be used as the default approval workflow.
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If multiple approval processes exist and no specific approval process is assigned to an OKR, the most recently created approval process will be used when approving the OKR completion request.
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Multiple approvers can be configured within a single approval workflow.
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Approvers can be added or removed as required.
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Approval requests are routed according to the configured approval hierarchy.
Status Behavior
Approval Request Statuses
| Status | Description |
|---|---|
| Pending Approval | The completed OKR has been submitted and is awaiting approval. |
| Approved | The OKR completion has been reviewed and approved. |
| Rejected | The approval request has been rejected and returned to the owner. |
Synchronization
Approval process data is synchronized with:
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Objectives
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Key Results
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OKR Completion Workflow
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Employee Records
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Departments
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Notifications
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Activity Logs
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Dashboards
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Reports
Notifications
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Notification recipients receive approval-related notifications.
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Approvers receive approval requests when an OKR is submitted for review.
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The system automatically sends a reminder notification to the approver one day before the approval deadline.
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Additional approval activities may generate system notifications based on workflow actions.
Permissions
| Permission | Description |
|---|---|
| View | Allows users to view approval processes. |
| Create | Allows users to create approval processes. |
| Edit | Allows users to modify approval processes. |
| Delete | Allows users to remove approval processes. |
| Approve | Allows designated approvers to approve submitted OKRs. |
| Reject | Allows designated approvers to reject submitted OKRs. |
Important Notes
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Approval processes are applied after an OKR has been completed.
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The Maximum Number of Days to Sign is used for monitoring and reminder purposes only.
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Approval remains possible even after the configured approval period has expired.
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The system automatically notifies approvers one day before the approval deadline.
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Organizations can configure multi-level approval workflows by adding multiple approvers.
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Approval workflows should be reviewed regularly to ensure they reflect the current organizational approval structure.