Create Performance Roles

Create roles that are eligible to participate in the performance evaluation and provide ratings and comments.

To implement multiparticipant feedback, you must first define the roles that can participate in the process. For example, you might have participant roles such as peer or mentor, or participant roles to facilitate a matrix management review. You may have additional manager roles used in performance templates where the default manager type isn't the line manager, such as, project performance documents where the default manager is a project manager.

1. Go to My Client Groups > Performance > Setup Maintenance > Performance Roles.
2. Enter a unique name for the performance role and a brief description.
3. Select either the Manager or Participant role type.
4. If the Role Type is Manager, select Default Manager Type.
5. If you want the participant role to be able to view worker and manager evaluations, select Allow role to view worker, manager and participant ratings, comments, and questionnaires.
6. Select a status. The default is Active.
7. Select From and To dates. These dates need to overlap with the performance template dates.
   • The from date must be the same as or before the performance template from date.
   • The to date must be the same as or later than the performance template to date.
8. Click Submit.