Create Standard Performance Documents for a Group of Workers

Here’s how you create standard performance documents for groups of workers.

1. Go to My Client Groups > Performance > Mass Actions for Performance Documents.
2. Click Create Documents.
3. In the New Process to Create Performance Documents page, select the review period for which you want to create the performance documents.
4. Select a performance document from the performance documents list.
5. (Optional) Select a reason for creating the performance documents.
6. Select the population type and then select the specific worker, manager, business unit, or department for whom you want to create the performance documents.
7. Select Active for assignment status.
8. Click Submit.