Configure the Process Step

In the Process step, add the process flow and configure participation options for the roles that you added in the General step.

1. From the Process Flow list, search for and select the performance process that you created in Create Process Flows.
2. Enter the number of days before the tasks are due to send both standard and critical alerts. If you choose to repeat the alerts are sent until the task is completed.
3. In the Rating Calculation section, select Calculate ratings.

   Select this option	To
   Calculate ratings	See automatically calculated ratings. Everybody who rates the worker can see their own calculated ratings, if configured to do so. Managers and matrix managers can view calculated ratings provided by the worker and participants.
   Display calculated ratings to worker	Display the ratings to workers.
   Display calculated ratings to manager	Display the ratings to managers.
   Display calculated ratings to participants	Show the calculated ratings to other participants.
   Display calculated ratings to participants who can view other contributor evaluations	Show the calculated ratings to other participants.
   Include digital signature	Verify that workers are the people submitting the performance document. This option is available only in the Worker Provides Final Feedback subtask, so the task must be included in the process flow to activate it. If the option is selected, the signature is required from the worker.
   Display Check-Ins	Display check-in details in the performance document.
   Display Requested Feedback	Display requested feedback in the performance document.

4. In the Participant Options section, select any of the following options:

   Select this option	To
   Auto-populate matrix managers of the worker as participants	HR specialists can select this option so that the performance document is automatically assigned to the matrix manager when they are selected as a participant in the participants list.
   Workers can view the participants added by manager or HR	Enable workers to see the participants added by their manager or HR.
   Allow matrix managers to access worker document automatically	Enable matrix managers to access the document as soon as it’s created in the Participant Feedback for Others region of their Performance page. In the Manager Type list, select Specific Manager Types. This means that you need to select a specific manager, such as the project manager, regional manager.
   Worker can assign participant roles that can view worker and manager evaluations	Enable workers to assign participant roles that can view manager as well as their evaluation feedback.
   Manager can assign participant roles that can view worker and manager evaluations	Enable managers to assign participant roles that can view worker as well their evaluation feedback.

5. Click Save.
6. Click Continue to go to the Structure step.