Concurrent Worker Evaluation Tasks
The manager and worker can evaluate the worker concurrently during the performance evaluation when the performance document is configured to allow it. With concurrent evaluations, managers and workers can perform their respective worker evaluation tasks at the same time or at different times.
In either case, the managers and workers can provide ratings and comments and add additional content to the performance document until they complete and submit the document. This allows managers to start working on the evaluation before the workers complete it.
Configure Evaluation Tasks for Concurrent Evaluations
The performance document must be configured to allow concurrent evaluations to use the feature. Even though evaluations can be performed concurrently, the document is structured so the worker must complete the self-evaluation task first, or the manager must complete the evaluate worker task first. Typically, performance documents require the worker to complete the self-evaluation task first.
The HR specialist configures the process flow to allow concurrent evaluations and the task order on Performance Process Flows. Go to My Client Groups > Performance. In the Setup Maintenance area, select Performance Process Flows. You can add a new performance process flow or search for an existing flow and edit it.
Add, Remove, and Update Content
Both the manager and worker can add performance goals, development goals, and competencies to the performance document even while the other person is actively reviewing the worker. They can update goal details only when the other role isn't currently performing the evaluation task.
These rules apply to removing content:
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The manager can remove content items during the evaluation, even if the worker has provided ratings or comments for them.
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Workers are restricted to removing content items that they added and for which their managers haven't provided ratings or comments.
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Neither the worker nor the manager can remove content items when they're performing their respective evaluation tasks at the same time or after the manager submits the document.
View Added Competencies and Goals
Here's what happens after the worker or manager adds goals or competencies:
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They're available to the other role in the performance document immediately.
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The content is visible when the performance document is opened.
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If both the worker and manager are performing the evaluation tasks at the same time, they can see the added content when the section it was added to is refreshed.
For example, if a manager adds a goal to a performance document, the workers sees it when they select the tab for the section containing goals. If the worker is already on the goals section, the worker must select another tab in the document and return to the goals section to see the goal.
View Ratings and Comments
Ratings and comments aren't visible to the person who performs the final evaluation task until the other role submits the performance document. For example, if the employee is required to complete a self-evaluation first, the manager can only view the ratings and comments provided by the employee after the employee submits it. The manager ratings and comments are visible to the employee after the manager submits the manager evaluation, or when there is an approval after the manager evaluation and the approval is completed, or when the manager shares the document (if the Share Performance Document task is enabled).