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.

Use the Scheduled Process area to run the processes listed in the following table.
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.