Performance Administration Actions

The available actions for HR specialists and managers in performance document management are listed in the following table.

Action	HR Specialist	Manager	Description
Create Standard Performance Documents	Yes	No	HR specialists can create standard performance documents for scheduled evaluations, one for each worker assignment.
Create Anytime Performance Documents	Yes	Yes	Create instant evaluations for projects, improvement plans, or other occasions. Multiple anytime documents can be created for a single assignment.
Bypass Employee Self-Evaluation	Yes	Yes	Sets the employee self-evaluation to complete, and lets you continue with your evaluation.
Send Notification	Yes	No	Send reminders for upcoming events and tasks throughout the performance management process.
Transfer Performance Documents	Yes	Yes	Transfer a worker’s performance documents to a new manager. HR specialists can do this for multiple documents at once.
Change Task Due Date	Yes	No	Edit due dates on tasks within standard documents. For anytime documents, add due dates when creating them.
Change Feedback Due Date	Yes	Yes	Edit deadlines for providing feedback on performance documents.
Change Current Task	Yes	No	Move documents forward or backward between workflow tasks to keep review progress on track.
Cancel Performance Documents	Yes	Yes	Cancel documents to stop their workflow and remove profile updates linked to them. HR specialists can cancel in bulk.
Delete Performance Documents	Yes	Yes	Permanently delete canceled performance documents. Bulk deletes supported for HR specialists.
Complete Performance Documents	Yes	Yes	Mark documents as Completed even if all tasks are not finished, ending the document process.
Manage Performance Documents for Inactive Assignments	Yes	Yes	Create or open a performance document for a worker whose assignment is inactive.
Monitor Late Tasks in Performance Documents	Yes	No	Track overdue tasks, adjust due dates, and send reminders to keep evaluations on time.
Reopen Performance Documents	Yes	Yes	Unlock documents marked as Completed, allowing managers or workers to resume reviews.
Restore Performance Documents	Yes	Yes	Bring back a canceled document to its last status; related profile updates are restored as well.
Return Self-Evaluation to Employee	Yes	Yes	Return documents so that workers can continue to work on their self-evaluations.