Monitor Late Tasks in Performance Documents

As an HR specialist, you can quickly identify tasks in performance documents that managers and workers are late to complete. You can change due dates or send reminder notifications as needed.

Use filters on the Performance Documents page to find documents with overdue tasks. Late tasks are determined by the due dates set in the performance template for each document period. If a performance document has more than one late task, you’ll see all overdue tasks in your search results. You can search for one performance document at a time and for employees you have security access to, but not for yourself or your own documents.

Here’s what you can do with late tasks:

• Change Due Dates: Select a performance document, click Change Due Dates, and edit due dates for any or all tasks within that document.
• Send Reminders: This action is only available for late tasks.
  • Send a reminder to the task owner (worker or manager) to take action.
  • Notify the performance document manager if a worker’s task is late.
  • Add additional recipients, such as a project manager.
  • Send a notification for one late task in one performance document at a time.