Overview:

This article guides Admins on how to configure, edit, and manage Approval Flows within Goal Phases in Performance+.

Approval Flows help ensure that employee goals are reviewed, revised (if needed), and formally approved by managers before being confirmed. The article will cover:

• How to enable or disable Approval Flows when creating a Goal Phase

• How goal statuses behave when Approval Flows are turned on or off

• How Admins can switch Approval Flows on or off while a Goal Phase is already in progress

Understanding this behaviour is important, especially when changes are required mid-cycle due to business or operational needs.

TABLE OF CONTENTS

• Configuring Approval Flow When Creating Goal Phase
  • When Approval is Enabled (Yes)
  • Locking & Unlocking Goals
  • When Approval is Disabled (No)
• Editing Approval Flow
  • Accessing Approval Flow Settings
  • Turning Approval Off (On → Off)
  • Turning Approval On (Off → On)

Configuring Approval Flow When Creating Goal Phase

• When creating a Goal Phase, Admins can decide whether an Approval Flow is required.

  1. Under Goal Phase Details, locate the option:
     “Will there be Approval Flow?”

  2. Select Yes or No based on your desired workflow.

When Approval is Enabled (Yes)

• Once the Goal Phase has started, you will see four goal statuses:

                Pending Submission: Employees have not yet submitted their goals.

                Pending Approval: Employees have submitted their goals and are awaiting manager approval.

                Pending Revision: Managers request for revisions, and the employee must update and re-submit their goals.

                Approved: Goals have been reviewed, approved, and confirmed by the manager.

Locking & Unlocking Goals

• Lock/Unlock actions are only available when Approval Flow is enabled

• Admins can:

  • Lock/Unlock goals individually

  • Perform bulk Lock/Unlock actions

• Only Approved goals can be locked or unlocked

• You may refer to the Locking and Unlocking Goals (Admin/Manager) article for further details

When Approval is Disabled (No)

• When Approval Flow is turned off, the Goal Phase will display two statuses only:
  Not Set: Employees have not yet confirmed their goals.
  Done: Employees have confirmed their goals.

Editing Approval Flow

• Admins are allowed to update the Approval Flow setting even while a Goal Phase is in progress.

  Approval Flow can be toggled in two ways:

  • Turn OFF Approval Flow (On → Off)

  • Turn ON Approval Flow (Off → On)

• Important Notes

  • Lock/Unlock actions are available only when Approval Flow is turned on

  • Any existing Lock/Unlock states will persist, even if Approval Flow is turned off and later turned back on

Accessing Approval Flow Settings

• To update the Approval Flow setting:

  • Click into the relevant Goal Phase

  • Navigate to the Menu (upper-right corner)

  • Select one of the following options (based on current configuration):

    • Turn off approval flow

    • Turn on approval flow

Turning Approval Off (On → Off)

• Click “Turn Off Approval Flow” from the Goal Phase menu

• A confirmation pop-up will appear, explaining how goal statuses will change

• Click Confirm to proceed

• After confirming, the status cards will reduce from having Pending Submission, Pending Approval, Pending Revision & Approved to only Not Set & Done 
• Lock/Unlock actions will no longer be visible

Turning Approval On (Off → On)

• Click “Turn On Approval Flow” from the Goal Phase menu

• A confirmation pop-up will appear, outlining the status changes

• Click Confirm to proceed

• After confirming, the status cards will revert to the full approval set to include Pending Submission, Pending Approval, Pending Revision and Approved

• Lock/Unlock actions will reappear for Approved goals

• If goals were previously locked or unlocked before Approval Flow was turned off, their original Lock/Unlock states will be restored

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