How do I enable Approval flow to Create or edit OKRs?
Category: OKRs
Profit.co provides an option to enable the approval flow for creating/editing OKRs.
Why this feature?
- The approval process provides an opportunity for managers to review and evaluate proposed OKRs and to suggest modifications or improvements.
- Profit.co provides an option to restrict the OKR creation/editing of the OKRs by the employees. Only the selected members can give the approval to edit or create OKRs.
Step 1
Navigate to Settings→ OKRs→ Authoring from the left navigation panel.
In the General page, under the Approval Flows section enable the Approval to create/edit/delete the Individual, Department OKRs toggles that you want.
You can customize the approval process by clicking the Customize option.
Note: The approval can be given only by any one of the selected names and the superuser.
Step 2
While creating an Individual OKR the user will be getting the option Send for Approval.
you can see the Pending approval alert on the view page.
Step 3
The Manager can view the OKR Approval Pending in their Home Pages action center
Once you click on the OKR Approvals, the Left panel will appear Click on the Accept button to accept your employee's OKR Approval.
What happens if the approver applies a Request Change?
If the approver clicks Request Change.
The approver has to provide a comment i.e the reason for making changes in the OKR.
The user will be getting the status Revisions Requested with the reason.
After making the changes the user can send again the OKR for approval having the status Pending Approval.
Related Answer Post
To learn more about restricting users from moving OKRs, click here.
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