Options for Navigating in Performance

This topic explains the different ways to navigate to the same page and how we refer to pages and areas in Performance.

Setup and Maintenance

Did you know that you can use either the Setup and Maintenance work area or the Setup Maintenance area under My Client Groups to access the same pages? This guide refers to the Setup and Maintenance work area and it's up to you which way you access the page it's referring to. For example, you can reach the Performance Template page in both of these ways:

  • My Client Groups > Performance > Setup Maintenance

  • On the toolbar, click the arrow by Initials or user image to open the Settings and Actions menu. In the Administration area, click Setup and Maintenance. Click the arrow by the Setup menu and scroll to Workforce Development. In the left part of the UI, click Worker Performance. Then on the right area of the UI, click Performance Template.

Performance Pages

This guide refers to Performance pages as a grouping to describe all the pages a user can access. For example:

  • An employee selects the Performance tab to see their Performance spotlight page.

  • A manager accesses the Performance Overview and Evaluate Performance pages.

  • An HR specialist accesses all pages under My Client Groups.