Approve and Take Actions

This article guides you through the approval of recognitions, campaigns and feedbacks.

Managers can approve, edit, or reject all pending recognitions, nominations, campaign submissions or feedback requests. Also, each Approver/Manager can review the activity of the respective team to understand how often the team members get recognized. Many companies report using this information as a yearly performance and goal evaluation for their team.

Image: JobPts application - User Image - Approvals

In the tile there are available the following drop-down approval options:

• Awards for review – list of all pending awards and nominations.
• Campaign submission for review – list of all pending campaigns.
• Requested feedback for review – list of all requested feedback from colleagues.
• Manager Statements – overview of your team activity reports with status rejected, pending, accepted.
• Accepted awards – A list of all accepted awards.
• Rejected awards – A list of all rejected awards.
• Accepted campaign submissions – A list of already accepted campaign submissions.
• Rejected campaign submissions – A list of already rejected campaign submissions.
• Expired Nomination Approvals - A list of nominations whose nomination period has ended. 
  *Note: Expired nominations are considered for approval only in the following cases:
  - If there is no voting, the nomination expires when the nomination period ends.
  - If there is voting, the nomination expires when the voting period ends.

Image: JobPts application - Approvals

The Manager's Statement provides a monthly team award report for the current month as well as the previous.
Image: JobPts application - Approvals - Manager statements

Within the Manager Statement Details tab you are presented with the following details:

• Award Activity Report for the entire team with 3 filter options: Date From, Date Until and Filter by Recipient's Name.
  • Within the list overview you can see in detail information for: Recipient's Name, Nominator, Points, Money in USD, Country, Date, Status and Download Certificate (option for printing and saving the award recognition for greater experience)
  • Option for Show Details that show detailed info for: Award Reason, Manager First Level, Manager Second Level and Award Message
• Export Report option for downloading the entire report directly to your desktop.

Image: JobPts application - Award Activity Report: Manager

There is a scheduled auto email notification sent to all managers on every first of the month with appreciations sent within the previous month. This email is consisted of all recognitions sent to the team that is directly reporting to him/her with details for the status of the award.

To accept or reject an award, follow these steps. 

Select Awards for review then click to Approve/Reject the award or use the Details button:

Image: JobPts application - Approvals 

If there are any attachments, managers will be able to preview them before approving/rejecting the award.

Check the details of the award, and choose one of the three options below. Write a message as an Approver/Manager for approving, or rejecting the award. When the review of the award is completed, click the Approve or Reject button. 

Image: JobPts application - Approval request

*Note: Here we present how to approve a monetary award. However, it is the same process for the claimable awards and feedback requests.

If you select Edit Value, you can adjust the initial points value submitted by the sender.

Image: JobPts application - Edit award value

A pop-up window confirms if the award is successfully approved. Click X to return at the Approvals screen.

The awards approval process may include both a 1st-level and a 2nd-level approver. During the approval process, both approvers are notified of the status of the recognition, whether it is approved, pending or rejected.

If the award is approved by the 1st-level approver, the process moves forward to the 2nd-level approver. In this case, the 1st-level approver is also notified of the current status, indicating that the transaction is pending.

Image: JobPts application - Approval status

This means that the initial status will remain as "Pending" until the 2nd-level approver approves the award. Once the 2nd approver grants approval, the status at the 1st-level approver’s end will be updated to "Approved."

If the 1st approver approves the award but the second one rejects it, then the reward will be still visible in the Accepted Awards tab but it will have status “Rejected”.

Image: JobPts application - Approval status

When the award is approved by both approvers the status for the 1st approver will be updated to "Approved," and the award will remain in the Accepted Awards tab.

Image: JobPts application - Approval status

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