Configure the Document Periods Step

In the Document Periods step, define the review period for the standard performance document, specify eligibility profiles, if any.

1. In the Document Periods section, click Add.
2. Enter the name of the document period.
3. Search for and select the review period. The review period typically corresponds to the talent business period, such as a calendar or fiscal year, or semi-annual period.
4. In the start and end dates of the performance document, leave the default dates selected.
5. Enter the short name of the performance document.
6. In Eligibility Profile for the Period, click Add. Then search for and select a profile. Eligibility profiles you set at the template level are inherited by document periods. You can also set additional profiles at the period level.
7. In Document Types for Interim Evaluation, click Add, then select Annual Evaluation.
8. In Due Dates, select due dates for each task in a logical sequence.
9. Click Save.
10. Click Continue to go to the Summary step.