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Using E-Class Making adjustments after an approval.

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Presentation on theme: "Using E-Class Making adjustments after an approval."— Presentation transcript:

1 Using E-Class Making adjustments after an approval

2 This is a PowerPoint presentation of about five minutes duration. It is intended for E-Class users having the APPROVER role. This will explain when and how to make adjustments to a case file after it has received a classification approval. You may exit the presentation at any time simply by closing the Window. Where this arrow appears, click on it to advance the slides.

3 Typical Review Cycle The right-hand column shows the typical stages of review, from initiation to approval notice.

4 Minor Post-Approval Edits Sometimes relatively small corrections are necessary to “tidy up” a case file after a classification outcome has been approved. These corrections should be made to the current Approval Notice row of the case diary by using the Update Current Diary Entry checkbox.

5 Minor Edits However, it’s a good idea to insert a comment to record that minor edits were made. Minor edits do not add diary rows. Such corrections are made on the Approval Notice row.

6 Examples of “Minor” Edits Grammatical, spelling or formatting corrections to a job description or rationale The addition of staffing criteria to the description or document library Edits to the language of a factor rating where no change in rating level is involved Changes to a minor factor (a factor other than 1, 2 or 5) that no effect on the outcome classification

7 Can’t update current diary entry? Not all E-Class user roles have the power to update the current diary row. In these cases, minor corrections should be made by adding diary rows while keeping the Approval Notice action/reason unchanged.

8 Don’t “re-approve” approved case files! Never insert a second Approved row after Approval Notice has been declared. This compromises the integrity of the review cycles and corrupts several performance reports! No!

9 If the required edits are significant… …then a second review cycle (albeit a much shorter one) should be declared and recorded.

10 Examples of “Significant” Post-approval Edits Substantive changes to the job description Changes to a rating on Factors 1, 2 or 5 Changes to a minor factor that impacts the outcome classification Change in a reporting relationship or span of control

11 End To return to the menu of presentations, simply close this window…


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