Create Document Types

You need to create performance document types to associate to performance templates. Document types help categorize templates.

You can use performance document types to determine:

• Which performance documents provide interim ratings in later performance documents
• Which goal plans the performance goals in a performance template belong to. Additionally, the Evaluation Type determines which section of the performance template the goal plan is mapped to.

1. Go to My Client Groups > Performance > Performance Document Types.
2. Click Add.
3. In the New Performance Document Type page, enter the following details.

   Field	Description
   Name	A unique name for the document type.
   Description	A description for the document type.
   Start Date	The start date of the document type. This date must be the same as or before the performance template from date.
   End Date	The end date of the document type. This date must be the same as or later than the performance template to date.
   Status	Set the status to Active to make it available for performance templates and performance goals plans. Once it's used in a template or goal plan, you can't set it to Inactive.

4. Click Submit.