An approval chain is the sequence of people who will review an employee during a cycle, ordered from first reviewer to last. You make any updates to approval chains for a cycle in two ways: applying bulk edits or uploading a CSV. You can do either by following the steps below.
Note: If you are wanting to update approval chains during an active cycle, please read this article first.
Bulk Edits
1. First you need to open the cycle where you need to make changes. From there, you will click on Configurations in the top right corner and then select Approval Chains.
2. To make bulk edits, select the employees where you need to adjust their approval chain. Then select whether you are replacing, adding, or removing a planner.
3. Once you make your selection of the action you wish to take, use the pop up box to make the changes.
Upload via CSV
1. First you need to open the cycle where you need to make changes. From there, you will click on Configurations in the top right corner and then select Approval Chains.
2. Click on Download current CSV in the top right corner.
3. Make your edits to the CSV, save that file, and return to Pave and click Upload new CSV in the top right corner. You will be taken to a taken to a pop-up modal.
4. Click in the middle of the pop-up modal and then select the file you want to upload.
5. Once uploaded, a screen will appear with your approval chain data and highlights all errors found in the file, based on Pave’s approval chain requirements. Each cell with an error includes a description of the error and options to resolve the issue in Pave (without re-uploading or editing your CSV).
6. Once you have made all of the appropriate edits and there are no more errors, click the blue Save button in the bottom right corner to finalize the approval chain upload.
If you have any questions about this process or need any assistance, please contact support@pave.com!