Create Standard Performance Documents

As an HR specialist, you can create standard performance documents in different ways:

• By using the Create Performance Document administration task for specific workers
• By using the Process Mass Actions for Performance Documents task for groups of workers
• While running the eligibility batch process (only if an eligibility profile is associated with the performance document period in the performance template)
• By using HCM Data Loader for multiple workers at the same time

If you don’t choose to create performance documents while running the eligibility process, you can create them later using the other methods. When you create the document, goals and competencies may be added depending on the configuration.

Note: When you create a performance document using the Create Performance Document administration task, the manager and worker receive a notification about it, if notifications are enabled. The other methods of creating performance documents do not trigger notifications.

Create Standard Performance Documents for Specific Workers

Here’s how you create standard performance documents for specific workers by using the Create Performance Document administration task:

1. Go to My Client Groups > Performance > Performance Documents.
2. Click Create Document.
3. Search for eligible workers by specifying a review period and performance document name. Then, type the name of a worker, manager, or department to start the search.
4. Select the workers for whom you want to create performance documents.
5. Click Continue.
6. (Optional) Change the dates, if required. These must be within the document period start and end dates defined in the performance template.
7. (Optional) Select the manager of the performance document. The manager must have access to the worker to manage the document.
8. (Optional) Specify a reason for creating the document.
9. Click Submit.

Create Standard Performance Documents for a Group of Workers

Here’s how you create standard performance documents for groups of workers at once using the Process Mass Actions for Performance Documents task:

1. Go to My Client Groups > Performance > Process Mass Actions for Performance Documents.
2. Click Add, and select Create Performance Documents.
3. Select the review period for which you want to create the performance documents.
4. Select a name from the preconfigured list of performance documents.
5. (Optional) Provide a reason for creating the performance documents.
6. (Optional) Select the business unit, department, manager, or worker for whom you want to create the performance documents.
7. Click Submit.