Move Performance Document Tasks

As an HR specialist, you can adjust the progress of tasks in performance documents. Move tasks forward to bypass steps or move them back to redo completed actions. You can apply these changes for one or multiple employees.

Move a Task Forward

1. Go to My Client Groups > Performance > Performance Documents.
2. Select one or more performance documents that are all on the same current task.
3. Click Move Task Forward.
4. Choose a reason for moving forward. Only the latest reason is saved for reporting. The reason you select is used in reports, but isn't visible on the Performance Management pages.
5. Confirm your action. The skipped task is now marked as Bypassed for both employee and manager.

Move a Task Back

As an HR specialist, return to a previously completed task to revisit or correct information.

1. Open the Performance Documents page.
2. Select all documents to be moved back, they must be on the same current task.
3. Click Move Task Back.
4. Select the completed task (or subtask, if available) to return to. For example, the Review Meeting task can have two subtasks: Indicate Review Meeting Held performed by the manager, and Acknowledge Review Meeting Held performed by the employee. You can move the Review Meeting task back to either subtask.
5. Choose a reason for the move. Only the latest reason appears on reports.
6. All subsequent tasks are reset to Not started and the tasks must be completed again. If the tasks were previously completed, any previous entries are preserved.

Tasks with Restrictions

• All tasks can be moved, except Manage Participant Feedback.
• The Manage Participant Feedback task can reopen if you move back to an earlier evaluation step in the process flow. New feedback requests can be sent, but existing feedback remains.
• Moving an Approval task forward marks it as Bypassed. But the worklist and email notifications are still delivered as if the task was completed by the approver.