How HR can Auto-approve the peers from the HR dashboard?
Category: Performance
Profit.co provides an option to auto-approve the peers from the HR Dashboard.
Why this Feature?
Previously, only managers can approve the peers nominated by both employees and HR.
Now HR can auto-approve peers added by the employee during self-assessment.
Note: Only Super Users can enable the HR toggle to Auto-approve the peers.
Step 1:
Navigate to Settings → Performance → Review Templates from the left navigation panel.
Step 2:
Click on the Edit icon of the Review template you want to make the changes to.
Step 3:
In the Edit Review Template page, select the Review Process tab to enable the HR Sign-off toggle and click on the icon to Edit.
Step 4:
In the Peer Assessment Options panel, Enable the HR toggle adjacent to Auto-approve peers nominations.
Note: Users must click on the Update button to apply the action.
Step 5:
Now, navigate to Performance → HR Administration → Performance Reviews from the left navigation panel.
Step 6:
Select the Initiated review to add peers from the HR Dashboard.
Step 7:
In the HR Dashboard, click on the icon to Add Peers. Select the Employees from the drop-down menu and click on Add.
The selected employees will be added as Peers for the employee.
Related Answer Post
To learn the process of initiating a new review, click here.
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