Configure the General Step

In the General step, specify the eligibility profile and the roles participating in the evaluation process.

1. Go to My Client Groups > Performance > Performance Template > Add.
2. In the New Performance Template page, the template type is Standard by default. Leave it as is.
3. Enter the name of the standard performance template.
4. Enter the Start and End dates.
5. Set the status to Active.
6. Select the document type you want to associate to the performance template. This is the document type that you created using the Create Document Types task.
7. In the Eligibility Profile section, add eligibility profiles to restrict the performance documents to eligible employees.
8. In the Contributors section, add the roles that will evaluate the performance document. Include the worker role and manager role. Specify the manager type.
9. In the Participation section, enter the number of participants:
   1. Specify the minimum number for each participant role required in total. To enforce this, you must configure the minimum number of participants. This enforcement is applicable to workers only if they can select or send participant feedback requests.
   2. Specify the maximum number of participants allowed in total.
10. In the Participation section, click Add Participant Role. If a participant role is configured to view other contributor evaluations, an icon displays to indicate this
    1. Click Add and add each of the following roles that you created using the Performance Roles task. For example, peer, matrix manager.
11. Click Save.
12. Click Continue to go to the Process step.