Create Process Flows

Set up the process flow to determine which tasks are included in the performance template. You can select an existing process flow or create one as you create the template.

You can determine the tasks and subtasks to include, the sequence, and the names.

1. Go to My Client Groups > Performance > Performance Process Flows > Add.
2. In the New Performance Process Flow page, enter the name of the process flow and a brief description.
3. Select a status. The default is Active.
4. Select the From and To dates. These dates must be the same as or extend beyond the date range of the performance templates in which they’re used.

Worker Self-Evaluation and Manager Evaluation Section

5. Select these options as needed:

   Configure task	To
   Include worker self-evaluation task	Enable employees to evaluate themselves.
   Include manager evaluation of worker task	Enable line managers to evaluate their direct reports. If you don’t want managers to make any changes after the manager evaluation task, select Don’t allow additional edit of manager evaluation task when completed.
   Evaluation tasks can be performed concurrently	Enable both workers and managers to evaluate the worker’s performance document at the same time.

Participant Feedback Section

6. Select these options as needed:

   Configure participant feedback options	To
   Include manage participant feedback task	Enable other participants, such as matrix managers, peers, colleagues to access the performance document and evaluate the worker.
   Manager can select participant	Enable managers to select participants. This also enables other options that you can choose to allow managers to add questions, track participants, and reopen submitted feedback.
   Participant can reopen submitted feedback	Enable participants such as matrix managers or peers to reopen the feedback they submitted.
   Worker can select participants	Enable employees to select participants. This also enables other options that you can choose to allow workers to add questions, request feedback, track the feedback status, and reopen submitted feedback.

Approval, Review and Meetings Section

7. Select these options as needed:

   Configure approval and review tasks	To
   Include approval processing task	Enable the approver to approve the first task in the performance document of the worker at one stage of the evaluation. Select Automatically submit approvals when preceding task is completed to submit the performance document for approval automatically when the previous task is completed. If you have a second approval task at a later stage of the evaluation, select the Include second approval processing task.
   Include document sharing task	Enable managers to do any of these actions: Share the document with the employee while continuing to edit it. Release the document to the employee and no longer edit it. Select Allow document sharing task to be locked for calibration to restrict managers from sharing the document with employees during the calibration period. Select Worker must acknowledge document to enable the worker to acknowledge the document.
   Include review meeting task	Enable the worker and manager to meet and review the evaluation, and for the manager to indicate the meeting was conducted. Enable Worker must acknowledge review meeting to confirm the review meeting was held.
   Include worker provide final feedback task	Enable the worker to provide final comments on the evaluation. The Include digital signature processing option is available for workers to verify that they're the people submitting the performance document. The 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.

8. Click Task Names.
9. Enter the sequence numbers and names for the tasks as per the role.
10. Click Submit.