Introduction
This article lists the steps required to review pending nominations and the admin permissions required for a approvals role, also highlighting approval workflow.
Nominations enable clients to use peer-nominated Awards as a key recognition tool within their organization.
To match your organizational structure and internal processes for reviewing peer nominations, Nominations provide a flexible approval structure. Read about it in the Nominations - Client Welcome Pack.
Approver Roles - The Basics
The approval structure relies on giving approvers the relevant admin permissions to perform the actions they need:
- Users with Approver role will need to be assigned to specific Nomination programs during implementation. They will then be able to review all nominations they are responsible for, in the programs they are assigned to (these nominations may be assigned directly to them, e.g. by linking them to specific nominators or nominees).
- Users with Super Approver role will be able to review all nominations in any of the AwardNominator™ programs available on the platform.
Contact the Client Support or Implementation team to assign these roles to any new approvers in your organization.
Alternate Approvers
If an approver is unavailable, or needs help with managing the volume of nominations, they can appoint one or more Alternate Approvers to review nominations on their behalf.
Alternate Approvers can be assigned for a specific period of time or indefinitely and are managed directly by the approver through the Review Nominations page on the engagement platform.
During an active assignment, Alternate Approvers can:
- View nominations assigned to the original approver
- Approve nominations on the original approver's behalf
- Reject nominations on the original approver's behalf
When an Alternate Approver is appointed, they receive an email notification confirming their assignment.
Note: Alternate Approvers cannot be assigned at programme level and must be configured by the individual approver.
The Approval Journey - a Consistent Experience on all Devices
Historically, the nomination approval workflow has been hosted on our administration portal, Reward Manager. To encourage approvers to respond to nominations more quickly, and increase the volume of approvals going through, we also offer clients the option to direct approvers to a dedicated Review Nominations page that sits on the engagement platform, delivering three key benefits:
- Mobile responsive - approvers will be able to review pending nominations from mobile devices, by visiting their engagement platform through their mobile browser (no need to install a separate app!)
- Easy to access - approvers will not need to know how to log in to Reward Manager, as they will find a Review Nominations link in the Account slideout on the website. The email notification that notifies them of nominations awaiting approval will take them directly to the same page (read more about the email in our R&R System Emails Lists
- Easy to learn - approvers will be be able to access pending nominations directly from the engagement platform they already know and use, with no need for additional Reward Manager training
The Approval Workflow will Enable Approvers to:
- Access pending nominations through the Review Nominations link in the Account section of the website
- Filter pending nominations based on the Nominations program they were submitted through (programs without pending nominations will not be displayed)
- Filter pending nominations by nominee name (nominees who don't have a pending nomination will not be displayed)
- Approve or reject nominations one by one
- Select multiple nominations to approve or reject in bulk
- Change the type of award the nominee will receive, before approving the nomination
- See all the supporting information the nominator provided in the nomination form
- Add a reason for approval, which will display to the Nominee if the nominator has selected Send & Share when submitting their nomination but, will not be displayed on the Social Wall.
How To Review Nominations on Your Computer
In the platform:
> Go to Account > Review Nominations
> In the Review Nominations page, scroll to the nomination you want to review
> Select See all reasons to see the reason for the award
> Select See all nominees to see all people who have been nominated for the award
> You can select Filter by programmes to switch to different Recognition programmes
> You can select Change Award to change the award type
> Add a reason for approving or rejecting in the text box
> Approve or Reject using the relevant buttons
Once approved you will see a message: 'Success! Nomination approved successfully'
Note: you can also bulk approve by selecting all tickboxes against the Nominations you want to approve, then selecting Approve
How to Review Nominations on a Mobile Device
The following video shows the above process, when accessing the scheme via a browser on a mobile device (i.e. not via an app):
Reviewing Nominations In Reward Manager
Please note that approvers will need to log in to Reward Manager if they want to:
- See a full nomination history in a dedicated tab
- Export all their pending nominations and full nomination history as a spreadsheet
- Remove individual nominees from a group nomination
For any questions about the Reward Manager workflow, please contact the Client Support team.
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