Configure the Process Step

In the Process step, add the process flow and configure participation options for the roles that you added in the General tab.

1. In the Process Flow list, search for and select Performance Process Flow 2024. This contains the Manage Participant Feedback task. This process flow definition will be applied to all performance docs generated using this template.
2. The tasks defined in Performance Process Flow 2024 appear in the Alerts section. Enter standard and critical alert days for these tasks.
3. In the Rating Calculation section, select Calculate ratings.
4. Select Display calculated ratings to worker.
5. Select Display calculated ratings to manager.
6. Deselect Display calculated ratings to matrix managers if you don’t want to show the calculated ratings to matrix managers. In our case study, this is the Project manager role that you created as a participant earlier and for whom the Allow role to view worker, manager, and participant ratings, comments, and questionnaires option is enabled.
7. Deselect Display calculated ratings to participants, if you don’t want to show the calculated ratings to other participants.
8. In the Processing Options section, select Display star ratings.
9. Select Include digital signature.
10. Select Display Feedback Notes.
11. In the Participant Options section, select any of the following options:
    1. Auto-populate matrix managers of the worker as participants. As HR, you can select this option so that the performance document is automatically assigned to the Matrix Manager (project manager) when you select them as a participant in the participants list.
    2. Allow matrix managers to access worker document automatically so that matrix managers can access the document as soon as it’s created in the Participant Feedback for Others region of their Performance page.
    3. In the Manager Type list of values, select Specific Manager Types. This means that you need to select a specific manager, such as the Project manager in this case.
    4. Worker can assign participant roles that can view worker and manager evaluations. If the Auto-populate matrix managers of the worker as participants option above isn’t already selected, then select this option to enable workers to assign the Project Manager role as a matrix manager participant in the Manage Participant Feedback page.
    5. Manager can assign participant roles that can view worker and manager evaluations. If the Auto-populate matrix managers of the worker as participants option above isn’t already selected, then select this option to enable managers to assign the Project Manager role as a matrix manager participant in the Manage Participant Feedback page.
12. Click Save.
13. Click Continue.