Overview of Performance Document Types

You must create performance document types to associate with performance templates to create performance documents. You can use the document types to differentiate performance templates used to evaluate workers.

You can also use performance document types to determine:

• Which performance documents provide interim ratings in later performance documents

• Which goal plans that performance goals added to performance documents are added to

This topic describes the attributes of performance document types and how document types are used by performance templates and performance goal plans. Use the Performance Document Types task in the Setup and Maintenance work area.

Attributes

Along with the name and optional description, you configure the following attributes:

• From Date and To Date: For the document type to be valid in the template, the following must be true:

  • The from date must be the same as or before the performance template from date

  • The to date must be the same as or later than the performance template to date

• Status: Set the status to Active to make it available for performance templates and performance goals plans. Once it's used by a template or goal plan, you can't set it to Inactive.

• Worker can select manager when creating document: When selected, the worker can search and select a different manager than the direct manager on the Create Performance Document dialog box. The selected manager becomes the manager of the performance document. You can override this setting by selecting or deselecting the Worker can select manager when creating document check box on the Processing tab of the performance template that uses the document type.

About Performance Templates

You must select a performance document type to include in every performance template. You select the document type on the General tab of the performance template.

In addition, if you configure the performance template to use interim evaluations, you must select at least one document type to associate with the document period. The document types and review periods you select on the Document Periods tab determine which interim ratings and comments appear in the later performance document. The ratings, comments, or both (depending on configuration) from performance documents associated with those document types appear in the document.

You can use the same document types, or create unique ones for the interim and final performance documents.

About Goal Plans

To make a goal plan available to use in performance documents, when creating the goal plan you must select the document types to associate with the goal plan. The document type, in conjunction with the selected review period, determines which goal plan that performance goals added to the performance document are added to.

For example:

• Goal Plan A is associated with Performance Document Type B.

• Performance Document Type B is selected as the document type on the General tab of Performance Template C.

• Performance Document D is created using Performance Template C.

When a worker or manager adds a performance goal to Performance Document D, the goals are automatically added to Goal Plan A.