How You Move Performance Tasks

As HR specialists, you can move tasks in the process flow of a performance document forward to bypass a task, or back to redo previously-completed tasks.

You can move tasks in performance documents for a group of employees or individuals. To move tasks, use the Move Task Back or Move Task Forward action on the Performance Documents page. To open this page, go to My Client Groups > Performance > Performance Documents.

Move Forward to the Next Task

You can move a performance document forward from a task that hasn't been completed by a manager or employee to the next task in the process flow. Use this process to continue the evaluation process when an employee or a manager doesn't complete a task. When you move forward past a task, the status of the task you passed becomes Bypassed.

To move a task forward, all performance documents you select to move must be on the same task in the process flow. You can move a performance document forward only one task at a time. To move a performance document forward more than one task, you must repeat the process.

View Bypassed Tasks

When you move a performance document forward past a task, the skipped task appears as Bypassed on these pages:

• Performance (employee's view)

• Evaluate Performance (manager's view)

Move Back to a Previous Task

You can move performance documents from the current task back to a previously-completed task in the process flow. The current task is the task that's either in progress or not started, and the previous task is completed. The performance documents you select to move must be on the same task in the process flow.

When a task has a subtask, the tasks are moved at the subtask level. For example, the Review Meeting task can have two subtasks: Indicate Review Meeting Held performed by the manager, and Acknowledge Review Meeting Held performed by the employee. You can move the Review Meeting task back to either subtask.

Effects of Moving Tasks Back to Previously-Completed Tasks

When you move a task back, the status for all subsequent tasks changes to Not started and the tasks must be completed again. If the tasks were previously completed, any data that were entered are saved.

Task You Can't Move Forward or Back

You can move all but the Manage Participant Feedback task because it can be performed in parallel with other tasks.

Note that the Manage Participant Feedback task reopens if you move a performance document back to the Manager Evaluation task or an earlier task in the process flow. When the task is reopened, the previously-provided feedback isn't affected. But managers and employees can select additional participants and send new feedback requests.

When you move an Approval task forward, the task is marked as Bypassed. But the worklist and email notifications are still delivered as if the task was completed by the approver.

Record Reasons for Moving Tasks

When you move tasks forward or back, you can select the reason for doing so. The reason code you select is used in reports, but isn't visible on the Performance Management pages. Only one reason code is stored for a task, so if you move a task more than once, only the latest reason code is stored.