1. How do I configure performance process flows?
  2. Task Sequence

Task Sequence

You need to specify the task sequence after you select the tasks to include in your process flow.

You can determine and change the task sequence, if required. Some tasks are logical in sequence.

Other tasks have more flexibility. For example, you may want to schedule the Share Document task either before, or after, the First Approval task, depending on when you prefer to let workers see the manager ratings.

During the performance evaluation, all tasks must be completed by the role that performs the task before the next task can be started, even if the same role performs both tasks.

This rule doesn't apply to these tasks:

  • Participant Feedback

  • Worker Self-Evaluation

  • Evaluate Worker

You can configure the process flow to allow workers to perform the Worker Self-Evaluation and managers the Evaluate Worker tasks concurrently. When you do so, managers and workers can perform their respective worker evaluation tasks simultaneously or at different times. To use concurrent Worker Self-Evaluation and Evaluate Worker tasks, select Evaluation tasks can be performed concurrently and consider the following:

  • With the exception of two tasks, you must also specify the two tasks to be consecutive in the process flow so there are no tasks between them.

  • The Participant Feedback task can appear between the Worker Self-Evaluation and Evaluate Worker tasks.

  • When you configure the sequence, remember to specify that one task or the other is completed first.

  • Start the process flow with either the concurrent evaluations task or the Participant Feedback task, even if it's not designated as the first in the sequence.

  • Managers and workers can provide ratings and comments, and add additional content to the performance document concurrently until they complete and submit the document.

  • The task that's designated as the first must be completed first.

  • When the role that performs the first worker evaluation task (typically the worker) submits the document after completing the task, the other role can see the ratings and comments provided by the other.

  • Workers can perform the Participant Feedback and Worker Self-Evaluation tasks concurrently, if it's part of the process flow.

  • Managers can perform the Participant feedback at the same time as the worker does the self-evaluation, or when performing the Evaluate Worker task.