Performance Workbench - Deployment Wizard

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(Overview)
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=Overview=
 
=Overview=
Performance workbench list view provides an overview of all review processed for relevant users. It's divided into sections which can be accessed through the tabs on top of the page. Each section is described in details below.
 
  
==My Performance==
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Performance deployment tool is used to launch performance reviews for one or multiple employees, departments or groups. Deployment tool works by accepting performance canvas and workflow as parameters and creating review processes for each employee specified in the wizard. Below sections describe each step in the wizard in more details.
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==Using Performance Deployment Wizard==
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My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
 
My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.
  

Revision as of 07:44, 5 June 2019

Overview

Performance deployment tool is used to launch performance reviews for one or multiple employees, departments or groups. Deployment tool works by accepting performance canvas and workflow as parameters and creating review processes for each employee specified in the wizard. Below sections describe each step in the wizard in more details.

Using Performance Deployment Wizard

My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

My Performance Fields

Field Name Description
Id Unique identifier for the review process.
Created Date Date review was created.
Current Step Name of current step.
Step Due Date Date the step needs to be completed by.
Next Step Start Date Date when next step will start after current step is completed.
Step Assigned To Who the step is assigned to e.g. Employee.
Completion % Percentage completion of an entire review.
Actions Actions available to be applied against performance review record.


My Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.

Action Name Description
Open Review Opens performance review tool if the step is open to current employee.
Results Display survey results.





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