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Routing is the process of sending Forms and/or Appraisals from one manager/appraiser to another for feedback or approval. The items can be reviewed and edits made, Notes attached, and approval or disapproval given. The routing process is all handled within Performance Pro, although emails can also be utilized to notify recipients.
Below is a listing of some of the articles in our Knowledgebase related to setting up and using the routing process in Performance Pro. Simply perform a search in Knowledgebase for the article title or click on the link.
Activating the Routing Feature http://hrperformancesolutions.helpjuice.com/9079-system-setup/activating-the-routing-feature
Setting up Routing Features
Setting up and Assigning Routing Paths
Adding, Editing, and Deleting Company Units
WORKING WITH ROUTED ITEMS
Routing an Appraisal (Appraiser or Admin)
Routing a Form
Responding to a Routed Item (Appraiser/Admin)
Adding a Note to a Routed Item (Appraisal or Form)
Viewing the Routing History and Notes of Routed Items (Appraisals or Forms)
Reviewing Edits Made to Forms you Routed
UNUSUAL ROUTING SITUATIONS
Handling Unusual Routing Situations
Stopping a Route in Progress (Appraisal)
Canceling a Currently Routed Form