How do I approve a personal plan?

Please note: This option is only available if your organisation has set it up so that you must approve your employees’ personal plans.

 

In your Manager dashboard, you can quickly see how many plans still need to be approved and for which employees. You can also see which employees have not yet set any goals – namely, those who have not yet started their personal plan.

 

By clicking on an employee, you’ll be taken to that employee’s personal page. Here you can view their goals and you then have two options:

  • Agree with plan: this allows you to approve the plan. If you choose this option, you’ll have the opportunity to provide a comment. The plan will then be approved.
  • Give feedback: this allows you to provide feedback so that the employee can amend the plan. Once the employee has made the necessary changes, they can resubmit the plan to you. You will then receive an email notifying you of this.

 

 

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