How to Set Up and Manage Approval Chain for PIP in Keka ?

Overview

With this new update, Keka now allows you to set up an approval chain before placing an employee on a Performance Improvement Plan (PIP). This ensures that key stakeholders are involved in the decision-making process, fostering alignment and accountability before taking critical performance actions.

Where to Find the Settings

To configure the approval workflow for PIPs:

1. Go to Performance in the left navigation panel.

2. Click on the PIP tab at the top.

3. Navigate to the Settings tab.

4. Under Approval Chain, click Edit to set up roles or individuals as approvers.

   

How to Configure the Approval Chain

In the Approval Chain panel:

1. Enable the checkbox for “Require approval for PIP”.

2. Define multiple levels of approvers (e.g., Reporting Manager, L2 Manager).

3. You can assign approvers either by role or by selecting specific employees.

4. Use the +Add New Level option to add additional approval steps.

5. Enable Auto-skip for levels where the approver is unassigned or relieved.

6. Once all steps are configured, click Save.

   

This setup ensures that PIPs cannot be initiated without clearance from designated approvers.

How to Review PIP Approval Requests

To track and manage PIP approval requests:

1. Go to Performance in the left navigation panel.

2. Click on the PIP tab at the top.

3. Select PIP Approval Requests to view and manage all approval-related actions.

   

4. Under the Pending Requests tab, you can see all ongoing approval items.

5. Approvers can Approve or Reject requests.

6. Each request will show:

   • Employee name and department

   • Requested on date

   • Current approver status (who the approval is waiting on).

     

7. Click View Details to see the request details and reviewer comments.

   

   

8. Switch to the Past Requests tab to see the status and history of all approval requests, including:

   • Employee name and department

   • Requested on date

   • Approval status (approved or rejected).

     

9. Approvers can view detailed task lists under each PIP plan by clicking View Details.

   

Approval chains in Keka ensure stakeholder alignment, prevent unauthorised actions, and provide transparency through a clear audit trail. The auto-skip feature for unassigned approvers helps streamline the process and ensures that PIPs can move forward without unnecessary delays.