1. How do I create performance templates and documents in Redwood experience?
  2. Create Performance Documents

Create Performance Documents

Before you create standard performance documents for workers, verify these prerequisites:

  • The worker’s assignment start date is before the performance document end date.
  • The worker’s assignment has a manager. If a worker doesn't have a manager, for example, they’re the head of the company, then you can create a dummy manager for them.
You can create performance documents for any type of worker including employees, contingent workers, and nonworkers, depending on business needs.