Who Can Create Performance Documents

As an HR specialist you can create performance documents for anyone for whom you have security access.

You can create standard performance documents in different ways:

• Using the Performance Document task for specific workers.
• Using the Process Mass Actions for Performance Documents task for groups of workers.
• Running the eligibility batch process (only if an eligibility profile is associated with the performance document period in the performance template).
• Using HCM Data Loader for multiple workers at the same time.

When you create the document, goals and competencies may be added depending on the configuration.