Set up approval process

Sage People is typically configured with an approval process for Performance Reviews, called Performance Review HR Approval.

The following screenshot displays the definition detail for the standard approval process:

Field	Standard value
Process Name	Performance Review HR Approval
Unique Name	Performance_Review_HR_Approval
Description	Used for notification to HR that a review is ready for approval
Entry criteria	Performance Review: Created Date NOT EQUAL TO null
Record Editability	Administrator Only
Approval Assignment Email Template	SF Performance Review Submitted
Initial Submitters	Performance Review Owner, Group: All Internal Users
Active	Not selected
Next Automated Approver Determined By	-- no value --
Allow Submitters to Recall Approval Requests	Not selected

The following screenshot displays the approval actions and approval steps:

In summary:

Initial submission actions:

Action type	Description
Record Lock	Lock the record from being edited
Field Update	Set the value of Is Being Approved
Field Update	Set the value of Submitted Date

Approval steps

Step number	Step name	Assigned Approver	Reject Behavior
1	Step 1 - HR Approver	User: Sage People System Support	Final Rejection

Final approval actions:

Action type	Description
Record Lock	Lock the record from being edited
Field Update	Clear the value of Is Being Approved
Field Update	Set the value of Approved Date

Final rejection actions:

Action type	Description
Record Lock	Lock the record from being edited
Field Update	Clear the value of Submitted Date
Field Update	Clear the value of Is Being Approved

Edit the standard Performance Review approval process

If you want to use the standard Performance Review approval process, you need to change the Assigned Approver from the Sage People System Support to a user responsible for these approvals.

Go to Setup, and in Quick Find enter approval and select Approval Processes from the search results.
In the Manage Approval Processes For: picklist, select Performance Review.
In the list of Inactive Approval Processes select Performance Review HR Approval from the Approval Process Name column.

If the Performance Review HR Approval is on the list of Active Approval Processes, first select Deactivate, and then select the approval process from the list of Inactive Approval Processes.

Sage People displays the Approval Processes Detail page for the Performance Review HR Approval process.
Go to the Approval Steps related list section:
Select Edit next to Step Number 1.

Sage People displays Step 1 of the Approval Step Edit process.
Select Next until you are viewing Step 3 of the Approval Step Edit process.
In the Select Approver section, select Automatically assign to approver(s).

Use lookup to find and select the User who is responsible for final approval.
Select Save.
Review the Process Definition Detail section and verify the Initial Submitters selected. This is typically set to Performance Review Owner and the All Internal Users public group. If you do not see the All Internal Users group, it is a good idea to add it to ensure the approval process works well in all situations:
1. In the Process Definition Detail section, select Edit and then select Initial Submitters.
2. Select the Submitter Type picklist and then select Public Groups from the picklist.
3. In the Available Submitters panel, select Group: All Internal Users and then select Add to move to the Allowed Submitters panel.
4. Select Save.
On the Process Definition Detail page, select Activate.

Sage People displays a confirmation screen. Select OK.

Edit the email template used in the approval template

The standard approval process for performance review HR approval is configured to send an email when the approval action is assigned to the approver.

To amend the email template:
1. Go to Go to Setup, and in Quick Find enter email, and select Classic Email Templates from the search results.
2. Select Folder and choose HCM General from the picklist.
3. Select Edit for the email template, typically SF Performance Review Submitted.

Select HCM General from the Folder list.
Make the changes you want, and then select Save. For more information about email templates, see Creating an email template.

For other events related to Performance Reviews, actions are created on WX as they become due and will be noted in the Action Digest.

Configure the approval process for one up manager approvals

To configure the approval process for one up manager approvals:

Deactivate and clone the Performance Review HR approval process

Update the cloned approval process

On the Approval Processes Detail page for the cloned process:

Go to the Approval Steps section.
Select Edit next to Step 1.
In Step 1. Enter Name and Description, edit the Name, Unique Name, and Description so describe the purpose of the approval process.
Select Next.
In Step 2. Specify Step Criteria, select All records should enter this step:
Select Next.
In Step 3. Select Assigned Approver, select Automatically assign to approver(s).
Select Related User and One Up Manager:
Select Save.

Add a new approval step for HR approval

On the Approval Processes Detail page for the cloned process, go to the Approval Steps section:

Select New Approval Step.
In Step 1. Enter Name and Description, enter a Name, Unique Name, and Description for the approval step, and for Step Number enter 2:
Select Next.
In Step 2. Specify Step Criteria, select All records should enter this step:
Select Next.
In Step 3. Select Assigned Approver, select Automatically assign to approver(s). Select User, and then use the lookup to find and select the user responsible for the final approval.
Select Save.
On the Approval Processes Detail page, select Activate for the approval process.