Configure Anytime Performance Templates

Implementors configure a performance template from which you create anytime performance documents.

1. Go to My Client Groups > Performance and select the Performance Templates task.
2. Select the Anytime template type.
3. Configure the rest of the template using the same steps as creating a standard performance template, including document types, process flows, performance template sections, and document periods.
   • When you create a anytime performance template, you can select or deselect the Worker can select manager when creating document check box on the Processing tab of the performance template. If selected, the worker can search and select a different manager other than the direct manager. The selected manager becomes the manager of the performance document.
   • Remember that you can't configure performance templates for anytime documents with due dates. HR specialists can add them to individual employee performance documents after they're created using the Performance Documents administration task.