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

Create Standard Performance Documents for Specific Workers

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

  1. Go to My Client Groups > Performance > Performance Documents.
  2. Search for eligible workers by specifying a review period and performance document name. Then, type the name of a worker, manager, or department to start the search.
  3. Select the workers for whom you want to create performance documents.
  4. Click Continue.
  5. (Optional) Change the dates, if required. These must be within the document period start and end dates defined in the performance template.
  6. (Optional) Select the manager of the performance document. The manager must have access to the worker to manage the document.
  7. (Optional) Select a reason for creating the document.
  8. Click Create.