Configure Anytime Performance Templates

Implementors configure a performance template from which you create anytime performance documents.

  1. Go to My Client Groups > Performance and select the Performance Templates task.
  2. Select the Anytime template type.
  3. Configure the rest of the template using the same steps as creating a standard performance template, including document types, process flows, performance template sections, and document periods.
    Remember that you can't configure performance templates for anytime documents with due dates. HR specialists can add them to individual employee performance documents after they're created using the Performance Documents administration task.