Complete Performance Documents

HR specialists and managers can mark a performance document as Completed even if all tasks aren’t finished. This is useful if, for example, an employee or manager can’t acknowledge the document or leaves the organization.

If you're an HR specialist, you can only complete documents that aren’t already completed or canceled, and only for employees you have access to (not your own documents). Here are the steps you need to do:

1. Go to My Client Groups > Performance > Performance Documents.
2. Search for and select the documents you want to complete.
3. Click Complete.
4. (Optional) Select a reason for completion. Organizations can add custom reasons with the ORA_HRA_MASS_UPD_TASK_REASON profile option in the Performance Lookups task.
5. Click Submit.

If you're a manager, you can complete documents you manage using these steps:

1. Go to My Team > Performance > Evaluate Performance page.
2. Select the relevant performance document and then click Complete from the row actions.
3. If notifications are enabled, this is what happens:
   • When HR specialists complete employees performance documents, both employees and their managers are notified.
   • When a manager completes a performance document, the employee is notified.

When you complete a performance document, the existing content, ratings, and comments are updated in the employee profile based on the configuration in the performance template. The document can still be reopened later, from the point at which it was completed.