Run Scheduled Processes to Sync Content in Performance Documents
After the performance document is assigned to a worker you can keep the performance document content such as goals and competencies in sync by running the following scheduled processes.
Process | What it does | Parameters |
---|---|---|
Synchronize Goal Data in Performance Documents | Run this process to sync goal data in performance documents with the goal data in Goals Center and Career Development. |
Action: Select to preview the changes before submitting or select Update to submit the changes. Review Period: Use the review period to help filter and find the goal plans you want to process. Goal Plans: Select the goal plans from which data needs to be synced to performance documents. Worker Person Number: Specify the person numbers of the workers for whose performance documents the update is applicable. |
Synchronize Person Profile Competencies in Performance Documents | Run this process to add competencies that haven’t been brought into the performance documents automatically using the person profile competency in a performance template. |
Action: Select to preview the changes before submitting or select Update to submit the changes. Review Period: Use the review period to help filter and find the goal plans you want to process. Performance Document Name: Select the performance document in which competencies need to be synced. Worker Person Number: Specify the person numbers of the workers to whom the performance document is applicable. |