Monitor Late Tasks in Performance Documents Task
As an HR specialist you can search for tasks in performance documents that managers and workers are late in performing and change the due dates or send reminder notifications for those tasks.
You can use filters on the Performance Documents page to find the performance documents with overdue tasks.
Late tasks are determined by the due date entered in the performance template for the document period from which the performance document is created. If more than one task is late in the performance document, then all the late tasks appear in the search results. You can search for one performance document name at a time. You can search for performance documents and workers you have security access to. You can't search for yourself or your own performance documents.
Here’s what you need to know when you search for late tasks:
- You can search for performance documents and workers you have security access to.
- You can’t search for yourself or your own performance documents.
Change Due Dates
When you select a performance document and click Change Due Dates, you can edit any due date for any or all the tasks in the document.
Send Reminders for Overdue Tasks
You can send reminder notifications to workers and managers for overdue tasks in a performance document. The action is enabled only for late tasks.
- Send notifications to the worker or manager task owner reminding them to work on late tasks.
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Send notifications to the performance document manager if it's a worker's task.
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Send notifications to other recipients, for example, a project manager.
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Send a notification for one late task in one performance document at a time.