Create Standard Performance Documents and Assign Them to Employees

The next step in the process is to create a standard performance document, Performance Evaluation US 2024 and assign it to Bala Gupta. The HR specialist, administrator, or line manager can perform this task.

1. Click My Client Groups > Performance > Performance Documents.
2. Click Create Document.
3. Search for an eligible worker by specifying these criteria:
   1. Review Period: FY 2024 Annual Evaluation
   2. Performance Document: Performance Evaluation US 2024
   3. Employee: Bala Gupta
4. Select Bala Gupta from the search results to create the performance document.
5. Review the document period start and end dates defined in the performance template.
6. (Optional) Select the line manager of the performance document. This manager must have access to the worker to manage the document.
7. (Optional) Specify a reason for creating the document.
8. Click Create.