Before you start
Escalate sits in the Review menu with Approve, Reject and Request Changes, so you only see it when you’ve been asked to review the promotion. If you don’t see it, check that you’re the assigned reviewer on the current review step.
Escalating to legal
Reviewers escalate to Legal when specialist input is needed before a decision can be made.1
Click Review and choose Escalate
In the “You’ve been asked to review this promotion” banner, click Review and choose Escalate. Select a Legal user from the list. Status changes to Escalated. On multi-level approval reviews, the status stays In Review.
2
Legal user responds
The Legal user sees the promotion in their tasks and responds. Their reply appears as a comment prefixed “Legal Escalation:”.
3
Promotion returns to you
After Legal responds, the promotion returns to your tasks in the status it had before you escalated it. You make the final decision.
Legal responds to escalations and disputes. They don’t make the final review decision. It comes back to the reviewer once Legal has weighed in.