Prerequisites

These prerequisites aren’t covered in this case study but are required for the overall performance review process.

As an HR specialist or administrator, you need to not only understand but also be able to configure these features as required by your organization.

• Create at least one or more performance template sections, as required. We’ve referred to them as Competencies, Performance goals, Development goals, and Overall summary. You can name these sections as per your requirement. For more details, see Considerations for Creating Performance Template Sections.
• Create review periods for the performance template. The review period differs from organization to organization. In this case study, the current fiscal year is considered as the review period. For more details, see Review Periods in Talent Management.
• Create a performance document type to associate with your performance template. For more details, see Overview of Performance Document Types.
• Create an eligibility profile to control the availability of the standard performance documents to workers in a specific location, in this case US Location. For more details, see How You Use Eligibility Profiles with Performance Documents.
• Assign the appropriate role and work assignment to a matrix manager, such as a project manager or team lead, and assign the matrix manager to their indirect reports. For more details, see Matrix Manager for an Assignment.