Configure the Document Periods Step

In the Document Periods step, define the review period for the standard performance document, specify eligibility profiles, if any, and create interim evaluation documents, as required.

1. In the Document Periods section, click Add.
2. Enter FY 2024 Annual Evaluation as the name of the review period.
3. From the Review Period list, search for and select Review Period.
4. In the start and end dates of the performance document, leave the default dates selected.
5. Enter FY24 Eval as the short name of the performance document.
6. In the Eligibility Profile for the Period section, click Add.
7. From the Eligibility Profile drop-down list, search for and select US Location. This eligibility profile assigns the standard performance document to all employees located in the US.
8. In the Document Types for Interim Evaluation section, click Add.
9. Select Annual Evaluation.
10. In the Due Dates section, select dates for each task in a logical sequence.
11. Click Save.
12. Click Continue.