1. How do I configure performance documents for matrix management?
  2. Include the Participant Feedback Task in the Performance Process Flow

Include the Participant Feedback Task in the Performance Process Flow

As an HR specialist or administrator, you must now configure a performance process flow in which you need to add the Manage Participant Feedback task.

Using this task, you can specify whether line managers, workers, or both, can select participants to provide feedback, add questions to the questionnaire, and track feedback request and completion status. When creating the performance template later, you'll need to include this process flow in the template. Continue to remain signed in as Scott Campbell, and use the following steps to create a performance process flow:
  1. Go to My Client Groups > Performance > Performance Process Flows > Add
  2. In the New Performance Process Flows page, enter Performance Process Flow 2024 as the name of the process flow.
  3. In Description, enter Process Flow for 2024 Performance Evaluation.
  4. In From Date, enter 1/1/2024.
  5. In To Date, enter 12/31/2026. These dates must be the same as or extend beyond the date range of the performance templates in which they're used.
  6. From the Status list, select Active, if not already selected.
  7. In the Worker Self-Evaluation and Manager Evaluation section, select these options:
    1. Include worker self-evaluation task: To let employees evaluate themselves.
    2. Include manager evaluation of worker task: To let line managers evaluate their direct report.
  8. In the Participant Feedback section, select these options:
    1. Include manage participant feedback task, so that review participants, such as matrix managers or peers, can access the standard performance document.
    2. Select Manager can select participant, so that line managers can select review participants.
    3. Select Participant can reopen submitted feedback , so that participants such as peers or matrix managers can reopen feedback they submitted.
    4. Select Manager can track participants for line managers to see the status of the feedback request sent to the participant.
    5. Select Worker can select participants for employees to select participants.
  9. In the Approval, Review and Meetings sections, select the options required for your business process.
  10. Click Task Names.
  11. Enter the sequence numbers and names for the tasks.
  12. Click Submit.