Use Case Overview
When you set up On-the-Job Training (OJT) tasks, it’s natural to expect that a direct supervisor will be able to review and sign off on their employee’s completed tasks. In most cases, the supervisor–employee relationship handles the assignment smoothly. However, the ability to sign off on OJT tasks depends on an additional configuration step that’s easy to overlook.
This article explains how OJT sign-off access works and what you can check to ensure supervisors are able to complete approvals as expected.
The Scenario
You assign OJT tasks to an employee and expect their direct supervisor to review and sign off on those tasks once they are completed. While the supervisor can see their direct reports, the option to sign off on the OJT tasks is not available.
This behavior is expected based on how OJT permissions are designed. While the supervisor/direct report relationship supports assignment and visibility, the ability to sign off OJT tasks is controlled by the permissions of the OJT category associated with those tasks.
If a supervisor does not meet the permission criteria defined at the OJT category level, they will not be able to sign off on the tasks—even for their own direct reports.
Why This Happens
OJT task approvals are governed by category-level permissions rather than managerial relationships alone. This approach ensures that only users who meet specific requirements can authorize training completion.
As a result, supervisors must have access to the OJT category itself in order to approve tasks within it.
Recommended Guidance
To allow a supervisor or manager to sign off on an employee’s OJT tasks, you can follow these steps:
1. Identify the OJT Category
Locate the OJT task and confirm which OJT category it belongs to. Each OJT task is tied to a specific category, and that category determines who can approve it.
2. Review and Update Category Permissions
Check the permissions configured for the identified OJT category. Ensure that the supervisor’s role, organizational unit, or applicable rule set is included in the category’s permissions.
You may need to adjust the permissions so that supervisors who are responsible for sign-offs are explicitly granted access to that category.
Outcome
Once the appropriate permissions are in place for the associated OJT category, supervisors will be able to successfully review and sign off on their employees’ completed OJT tasks. This ensures a smooth, consistent, and authorized approval process that aligns with your organization’s training structure.
Key Takeaway
Supervisor sign-off for OJT tasks is determined by OJT category permissions. By confirming that supervisors have access to the relevant categories, you can ensure they’re fully equipped to complete approvals with confidence.
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