If you are creating a plan for yourself as an Employee, you will need your Manager's approval. To ask for your Manager's approval follow the steps below:
- Login to WorkCompass and navigate to your draft plan by clicking on the corresponding tab on your Home page, then click on Edit.
You can also click on your name and then click on the plan under the Performance plans section on the left side of the page.
- On the bottom right-hand side of the page click the button Ask your manager for input.
- Your Manager will receive an email notification asking them to review your plan.
- When your plan has been approved you will get an email notification.
If you are a Manager reviewing a plan for your direct report, follow the steps below to approve the plan:
- When a direct report requests that you review their plan, you will receive an email notification. To navigate to the plan, click the link in the email.
- If you are happy with the contents of the plan, click on Approve plan in the bottom right-hand corner of the screen. Your direct report will receive an email notification to let them know you approved their plan.
- If you need to add anything to the plan or make changes that you want your direct report to review, click on Ask staff member for input. They will receive an email notification letting them know that you have asked them to review the plan.