How to Set Up Approval Settings for Goals

Article author
Learning Center Mekari
  • Updated

Goals is a feature that monitors targets to be achieved by individuals or teams. Equipped with an Approval feature that can be customized according to your needs, every action taken by employees in Goals can be validated first to ensure alignment with the agreement. These actions include creating (create) new Goals, making changes (edit), and updating achievements (update).

First, to use this feature, you must enable the approval settings for Goals. Here are the steps:

A. Through Talenta Performance Management

  1. Go to review.talenta.co.

  2. Go to the Goals menu and select Settings.
    OPT42.png

  3. The “Inactive” label appears on approval settings for Goals that have not been activated. Click “Open approval” to activate them.
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  4. Click “No Approval” to create a policy for Goals approval requests submitted by employees. You can select and customize which actions on a Goal require approval, such as Create Goal, Edit Goal, or Update Goal Progress.
    SETAPPRV1.png

  5. The button display changes when the approval settings have been activated.
    SETAPPRV2.png
     

    You can customize the approval settings and approver layers by clicking "Edit". Learn the instructions here.

B. Through Talenta HRIS

  1. Visit Talenta at www.talenta.co and log in to your account first.

  2. In the Dashboard menu, click your profile picture. Then, click "Settings".

  3. Click the “ESS” tab.

  4. Click “No Approval” to create a policy for Goals approval requests submitted by employees. You can select and customize which actions on a Goal require approval, such as Create Goal, Edit Goal, or Update Goal Progress.
    SETAPPRV1.png

  5. The button display changes when the approval settings have been activated.
    SETAPPRV2.png
     

    You can customize the approval settings and approver layers by clicking "Edit". Learn the instructions here.

That concludes the guide on how to set up approval settings for Goals. Next, you can learn more about Talenta ESS Settings here.