Manager Approval

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Introduction: You can now include the direct manager’s approval of their employee’s review in your approval route. This direct manager approval would then be recorded in the same way as your other approval steps.
*Please note this functionality replaces the ‘Hold with manager’ option before sending to an employee for acknowledgment. If you used the ‘Hold with manager’ option previously, the direct manager’s approval will send the review to the employee for acknowledgment.

To update your route for approval accordingly, please reference our article How to Update Your Route for Approval. When adding approval steps in your Process, you will now see Manager Approval as an option.

From the direct manager’s perspective, the manager approval will look like this:

 

 

 

Please reach out to support@trakstar.com with any questions.