How Do I Set Up a Routing Structure in Performance+? – Sprout Solutions

I would like to set up a routing structure so that all reviews for our division are routed to a specific department head. How do I set this up?

Step 1: Give Department Admin Rights.

Select the employee from the Employee Selector.

From the main menu, click Administration, Manage Users, then the Edit User tab. Choose "Department Admin" from the "Access Level" dropdown. Click Save.

Step 2: Give that Department Admin access to the Department.

From the main menu, click System Setup, Company Settings, then the Company Units tab. Select the Department sub-tab.

From the "Available Departments" drop-down list, select the Department.

Move the Department Admin from the "Not in Department" table to the "Currently Assigned To This Department" table. Click Save.

Step 3: Set up routing to go to the Department Admin.

From the main menu, click System Setup, Routing Setup, then the Routing Paths tab. Select a Routing Path from the "Available Routing Paths" drop down list. Change the Recipient within the path to Department Administrative User. Click Save.

It’s easy, right? For any more questions or concerns about this feature, feel free to send us a message. We look forward to hearing from you.