How a user can set an approver while creating a new Goal in

Category: Performance provides users an option to set an approver who approves the newly created Goal by the user

Why this Feature?

While initiating a new Goal the users can set their own approver instead of getting approvals from the manager or the other approvers who have been set by the Super User.

Step 1

Go to Settings → Performance → Goals.

Under the Approval Flow section enable the toggle “Allow employees to define their own approvers.”

Note: Only Super Users can enable the toggle for the Profit users to set their own approvers for Goals.

Step 2

While creating a new Goal the Profit users can set their own approvers and Send for Approval.

The approver can check-in the Pending Approval Goals menu and approve the Goal.

After the approval, the user can be able to progress the Goal.

Related Blog Post

To learn more about the approval flow for Goals, click here.

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