Run the Eligibility Batch Process

You can run the Eligibility Batch Process to determine which standard performance documents a population of workers is eligible to use for their performance evaluation.

If you don’t choose to create performance documents while running the eligibility process, you can create them later using the other methods.

1. Go to My Client Groups > Performance > Eligibility Batch Process.
2. Select Assign Performance Document from the Batch Process Type list.
3. Enter values for these parameters:
   • Effective as of Date: This determines when a worker population is eligible for performance documents and check-in templates.
   • Review Period: Using this, you can find a performance document template that matches the selected review period.
   • Create Eligible Performance Document: If you select this, the application automatically creates performance documents for each eligible employee.
4. Choose whether to permanently delete the results of historic performance eligibility batch processes to improve system performance. Purge any results data older than the specified date.
5. Click Submit.