Guide Structure

This topic gives a summary of each chapter and describes where to find additional information for the tasks in the Worker Performance functional area.

The primary features of the Workforce Development offering are explained in this guide. For the full list of functional areas and features in this offering, use the Associated Features report that you review when you plan the implementation of your offering. This topic describes the contents of each chapter included in the following sections of the guide:

• Introduction

• Questionnaires

• Performance Management Settings

• Performance Management Application Implementation

Introduction

This table provides the chapter details.

Chapter	Title	Contents
2	Overview and Integrations	An overview of the Performance Management implementation and description of how it integrates with other applications.

Personalization

This table provides the chapter details.

Chapter	Title	Contents
3	Personalization Using Transaction Design Studio	Using Transaction Design Studio to hide or include fields in performance pages.

Questionnaires

This table provides the chapter details.

Chapter	Title	Contents
4	Questionnaires	Creating questionnaire templates, questionnaires, and questions to use in the Manage Participant Feedback task in a performance evaluation.

Performance Management Settings

This table provides the chapter details.

Chapter	Title	Task	Contents
5	Descriptive Flexfields	Performance Descriptive Flexfields	Describes the available flexfields for Performance Management and where they're used.
6	Profile Options	Performance Profile Option Values	Describes how to configure the profile options for Performance Management and the effects of the settings.

Performance Management Application Implementation

This table provides the chapter details.

Chapter	Title	Contents
7	Performance Roles	Creating roles that can access performance documents to provide feedback and enter ratings and comments about a worker.
8	Matrix Management	Configuring roles, process flows, and performance templates to use matrix management.
9	Eligibility Profiles	Creating eligibility profiles to restrict availability of performance documents to a specific population based on criteria you set up.
10	Eligibility Batch Process	Describes how to run the eligibility batch process to determine which performance documents a population of workers is eligible to use for their performance evaluation.
11	Performance Process Flows	Configuring process flows to determine the tasks, and their sequence, used by the performance template for performance evaluations.
12	Performance Template Sections	Configuring sections that are required for the tasks in the process flow, including section type, calculation rules and rating models used in the sections, weighting, and adding content items.
13	Review Periods	Create review periods to link performance management and goal management business objects to measure and achieve results within the review period time line.
14	Performance Document Types	Create performance document types to associate with performance templates to create performance documents, and goal plans to determine which goal plan is used to populate performance documents with goals.
15	Performance Templates	Configuring performance templates used to create performance documents to specify the process flow definition, the sections, and the document type, add review periods, static content, and roles that can access the document.
16	Check-In Templates	Creating check-in templates to meet your organization requirements and facilitate the process of creating check-in documents by the manager and employees.
17	Feedback Templates	Creating feedback templates to meet your organization requirements and facilitate the process of seeking feedback in the organization all through the year.