1. How do I administer performance documents in the Redwood experience?
  2. Create Anytime Performance Documents

Create Anytime Performance Documents

HR specialists, managers, and workers can create anytime performance documents only for people to whom they have data security access.

To create anytime performance documents using smart navigation actions or quick actions, you must have the ORA_HRA_CREATE_ANYTIME_PERFORMANCE_DOCUMENT privilege.

Depending on your role, access the page where you create anytime documents as listed in the following table. All of the roles can create anytime documents using quick actions too.

Who How
Employee
  1. Go to Me > Career and Performance > Performance.
  2. Select the review period for which an anytime performance document template exists
  3. Scroll to the Anytime Documents section and click Add.
Manager
  1. Go to My Team > Performance Overview.
  2. Click the Actions menu for an employee and click Add Anytime Document.
  3. Specify the review period, anytime performance document name, and manager, the start and end date, and description.
  4. Click Submit.
HR Specialist
  1. Go to My Client Groups > Performance > Performance Documents.
  2. Click Create Document.
  3. Search for the employees for whom you want to create the documents by specifying the review period, anytime performance document name, and manager, department, or employee name.
  4. Select the employees and click Continue .