How does the Approval flow for Goals work?

Profit.co provides an option to create a flow to approve the goals created/edited/deleted by the employees.

Why this feature?

• Goals are created in order to monitor and manage the work progress and performance.
• By Using this workflow approval you can give privilege to the Managers or the team head to approve the goal created by the employees and allow them to use the assigned goals.

Note: Only Super Users can create flow for goals.

Step 1

Navigate to Settings → Performance → Goals from the left navigation panel and switch to the Approval Flow tab, and click the Customize button.

Note: The new flow will apply automatically once you disable and enable the toggle.

Step 2

Enable the toggle for Enable Approvals for Create/Edit Goals.

After enabling the approval flow, you can set the level of value for the approval in the  Employee’s manager’s level up to a certain number of levels, 

After adding Employee manager levels, you can add Additional Managers for goal approval.

For instance, let’s set the Matrix manager as the additional manager.

Step 3

You can also add a Custom List of employees to approve Goals by enabling the Program team approves toggle. These employees will be notified when the goal is approved.

Step 4

After you create a goal, click on the Submit for Approval button. A confirmation pop-up will appear, displaying the manager's name who will approve the goal. Click the Submit button.

The newly created goal will be added to My Goals page and the staus of the Goal will be displayed as shown below.

Step 5

Next, go to the Pending Approval tab. Click the Review Changes icon. And click the Approve button.

After the approval, it will move to all the custom lists of employees.

The users present in the list will be getting an approval notification If anyone approves the goal assigned to them.

After getting all the approvals, you can progress the Goal.

Related Blog Post

To learn more about how to set and track OKR goals, click here.