Create Standard Performance Documents

HR specialists, managers (including matrix managers), and workers create anytime performance documents when they want to evaluate projects, performance improvement plans, or on any other occasion that needs a formal evaluation.

Create for Specific Workers

Follow these steps:

1. Go to My Client Groups > Performance > Performance Documents.
2. Search for eligible workers by specifying a review period and performance document name. Then, type the name of a worker, manager, or department to start the search.
3. Click Create Document.
4. Select the workers for whom you want to create performance documents.
5. Click Continue.
6. (Optional) Change the dates, if required. These must be within the document period start and end dates defined in the performance template.
7. (Optional) Select the manager of the performance document. The manager must have access to the worker to manage the document.
8. (Optional) Select the manager of the performance document. The manager must have access to the worker to manage the document.
9. Click Submit.

Create for a Group of Workers

Follow these steps:

1. Go to My Client Groups > Performance > Process Mass Actions for Performance Documents.
2. Click Add, and select Create Performance Documents.
3. Select the review period for which you want to create the performance documents.
4. Select a name from the preconfigured list of performance documents.
5. (Optional) Provide a reason for creating the performance documents.
6. (Optional) Select the business unit, department, manager, or worker for whom you want to create the performance documents.
7. Click Submit.