Performance Workbench - List View

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(→‎My Performance)
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<td width="206">Created Date</td>
 
<td width="206">Created Date</td>
 
<td width="484">Date review was created.</td>
 
<td width="484">Date review was created.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Current Step</td>
 +
<td width="484">Name of current step.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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==My Team's Performance==
 
==My Team's Performance==
 +
 +
My team's performance view displays a list of reviews (active or completed) that require input of currently logged in user. The user is either a manager or a peer and is assigned to one or multiple steps. In this view users 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 Team's Performance Fields===
  
 
<table border="1" width="100%" id="table3" cellspacing="0">
 
<table border="1" width="100%" id="table3" cellspacing="0">
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</tr>
 
</tr>
 
<tr>
 
<tr>
−
<td width="206">Rating Name</td>
+
<td width="206">Id</td>
−
<td width="484">The name of the rating</td>
+
<td width="484">Unique identifier for the review process.</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
−
<td width="206">Rating Type</td>
+
<td width="206">Employee Id</td>
−
<td width="484">Currently, the only supported rating type is numeric. Additional types may be added in the future.</td>
+
<td width="484">Id of the employee who is the subject of the review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Employee Name</td>
 +
<td width="484">Name of the employee who is the subject of the review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">My Role</td>
 +
<td width="484">What my role is in the review e.g. manager or peer.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Created Date</td>
 +
<td width="484">Date review was created.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Current Step</td>
 +
<td width="484">Name of current step.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Step Due Date</td>
 +
<td width="484">Date the step needs to be completed by.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Next Step Start Date</td>
 +
<td width="484">Date when next step will start after current step is completed.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Step Assigned To</td>
 +
<td width="484">Who the step is assigned to e.g. Employee.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Completion %</td>
 +
<td width="484">Percentage completion of an entire review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Actions</td>
 +
<td width="484">Actions available to be applied against performance review record.</td>
 +
</tr>
 +
</table>
 +
<br/>
 +
 
 +
===My Team's 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.
 +
 
 +
<table border="1" width="100%" id="table3" cellspacing="0">
 +
<tr>
 +
<td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
 +
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
 +
</tr>
 +
<tr>
 +
<td width="206">Open Review</td>
 +
<td width="484">Opens performance review tool if the step is open to current employee.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Reopen Step</td>
 +
<td width="484">If step has been submitted it can be unlocked using this action.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Force Start Next Step</td>
 +
<td width="484">Bypass delayed start option and open next step earlier.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Results</td>
 +
<td width="484">Display survey results.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Delete</td>
 +
<td width="484">Delete the review and all data associated with it.</td>
 
</tr>
 
</tr>
 
</table>
 
</table>
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==All Performance==
 
==All Performance==
 +
 +
All performance view displays a full list of reviews (active or completed). Usually this view would be assigned to system administrators to provide complete overview of all performance review records. In this view users 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.
 +
 +
===All Performance Fields===
 +
 +
<table border="1" width="100%" id="table3" cellspacing="0">
 +
<tr>
 +
<td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
 +
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
 +
</tr>
 +
<tr>
 +
<td width="206">Id</td>
 +
<td width="484">Unique identifier for the review process.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Employee Id</td>
 +
<td width="484">Id of the employee who is the subject of the review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Employee Name</td>
 +
<td width="484">Name of the employee who is the subject of the review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">My Role</td>
 +
<td width="484">What my role is in the review e.g. manager or peer.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Created Date</td>
 +
<td width="484">Date review was created.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Current Step</td>
 +
<td width="484">Name of current step.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Step Due Date</td>
 +
<td width="484">Date the step needs to be completed by.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Next Step Start Date</td>
 +
<td width="484">Date when next step will start after current step is completed.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Step Assigned To</td>
 +
<td width="484">Who the step is assigned to e.g. Employee.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Completion %</td>
 +
<td width="484">Percentage completion of an entire review.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Actions</td>
 +
<td width="484">Actions available to be applied against performance review record.</td>
 +
</tr>
 +
</table>
 +
<br/>
 +
 +
===All 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.
 +
 +
<table border="1" width="100%" id="table3" cellspacing="0">
 +
<tr>
 +
<td width="206"><b><font face="Arial" size="2">Action Name</font></b></td>
 +
<td width="484"><b><font face="Arial" size="2">Description</font></b></td>
 +
</tr>
 +
<tr>
 +
<td width="206">Open Review</td>
 +
<td width="484">Opens performance review tool if the step is open to current employee.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Reopen Step</td>
 +
<td width="484">If step has been submitted it can be unlocked using this action.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Force Start Next Step</td>
 +
<td width="484">Bypass delayed start option and open next step earlier.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Results</td>
 +
<td width="484">Display survey results.</td>
 +
</tr>
 +
<tr>
 +
<td width="206">Delete</td>
 +
<td width="484">Delete the review and all data associated with it.</td>
 +
</tr>
 +
</table>
 
<br/>
 
<br/>
  

Revision as of 05:20, 5 June 2019

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

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.


My Team's Performance

My team's performance view displays a list of reviews (active or completed) that require input of currently logged in user. The user is either a manager or a peer and is assigned to one or multiple steps. In this view users 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 Team's Performance Fields

Field Name Description
Id Unique identifier for the review process.
Employee Id Id of the employee who is the subject of the review.
Employee Name Name of the employee who is the subject of the review.
My Role What my role is in the review e.g. manager or peer.
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 Team's 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.
Reopen Step If step has been submitted it can be unlocked using this action.
Force Start Next Step Bypass delayed start option and open next step earlier.
Results Display survey results.
Delete Delete the review and all data associated with it.


All Performance

All performance view displays a full list of reviews (active or completed). Usually this view would be assigned to system administrators to provide complete overview of all performance review records. In this view users 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.

All Performance Fields

Field Name Description
Id Unique identifier for the review process.
Employee Id Id of the employee who is the subject of the review.
Employee Name Name of the employee who is the subject of the review.
My Role What my role is in the review e.g. manager or peer.
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.


All 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.
Reopen Step If step has been submitted it can be unlocked using this action.
Force Start Next Step Bypass delayed start option and open next step earlier.
Results Display survey results.
Delete Delete the review and all data associated with it.


Deployments




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