Performance Pro-Responding to a Routed Item-New Interface

This article covers how to respond to an item that has been routed to you for approval.

Click Appraisals & Forms.

card-1

open-2

NOTE

When the bottom of the card is red, this indicates your approval is being requested or the item is overdue.

Click Open to review the document. A read-only copy of the document will open.

NOTE

If you have been given downline edit capabilities and you wish to make changes to the document, please see section below on how to make edits.

To Add a Routing Note (optional)

NOTE

If the Allow Routing Notes setting is enabled, prior to assigning a routing response, you may add a note for the appraiser giving them additional instruction, guidance, and/or feedback separate from the document.
Notes are always confidential. They are never shared with the employee and can only be seen by the employee's appraiser(s), uplines or admins.

From the card, click Add Note.

add note-1

Enter the desired information.

new note

Click Save.

Once saved, the Add Note link will show a blue icon to indicate there was a note added.

added note-1

To Assign a Routing Response

From the card, click Select Status.

responses-1

Select your response.

Click Save Status.

save-1

The document will move to the next person in the routing path, or return to the primary appraiser.

NOTE

When you approve an item, your name is added to the document as having reviewed and approved the content. In addition, if enabled in your Company Settings, you may be required to e-sign the document electronically when it is finalized.

To edit an Appraisal or Form

If you have downline edit capabilities, you can make changes/additions to the document if appropriate.

Open the Appraisal or Form and make desired edits.

open-2

When finished editing, return to the card and add a note, if desired, and then assign a routing response.