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Performance Management
Discussion List
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Performance document Evaluation ID, can it be used as a prompt in guided journeys now?Summary: We have a requirement to display a guided journey (GJ) on our performance document screen to display the percentage score of the employees evaluation because we…
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Redwwod:Employee cannot edit goals once it is approved by managerSummary: We have a requirement from the client that the goals cannot be edited by the employee once it is approved by the manager. It should freeze once it is approved. …
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How to customize Performance Goal Approval Notifications Template to include employee's name?Summary: How to customize Performance Goal Approval Notifications Template to include employee's name in the template? Currently in place of worker's name manger's name …
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Unable to Hide 'Add' Goal Button on Performance documentSummary: Hi All, i am unable to hide the 'Add' Goal button in 'Goal section' on Performance Document While trying to hide it is getting hidden on both Goal Management an…
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Text Box Performance Document Customization Visibility only on Overall Summary SectionI am trying to add Text Box customization "Guidelines for Final Rating" through Page composer in Performance document and the Text Box is reflecting in Overall Summary s…
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EL expression for performance document to add different instructionSummary: I want to include different instructions for Employee in Employee self-evaluationTask and manager (Manger evaluation Task). Also this should be applicable only …
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Overall Summary Edit Rendered EL ExpressionSummary: We have requirement to display Edit, based on workflow of Performance Document for only certain documents by Performance Document Name Content (required): Seede…
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EL expression to control a section display name based on task name in Performance DocumentSummary: We need an EL expression to control a section display name based on task name in Performance Document through page composer or if there is any other way to do t…
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Visibility of Actual Weight and Achieved Weight Fields During Goal Progress UpdateHi Team, I need some insights into the functionality of the actual weight and achieved weight fields during the goal progress update process. While updating the progress…
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Performance document for Terminated employeesSummary: Hi All, If an employee (not a manager) is terminated, then the in-progress performance document is not ended/completed automatically. I saw HR Admin can run the…
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Process for terminated workers/employee for performance documentsHi!! I'd like to understand the process for performance document for terminated employee. I believe since they're moved to inactive through termination, the form will st…
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Bell Notifications for Goal Management is not workingSummary: Content (please ensure you mask any confidential information): We have enabled the Talent Notifications below: However, when we tested these scenarios, the mana…
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My Client Group> Performance Admin> Performance Document filter LOV is BlankSummary: I have a crated some Performance Documents in 2025 review period and these were visible in My Client Group>Performance Admin>Performance document. But suddenly …
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Unable to navigate to Manage Participant feedback Redwood pageSummary: Hi Team, We are unable to navigate to Manage Particpant feedback page from Performance Documents admin page. Its navigating back to Home page instead of Partici…
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Is there a notification sent to employees when performance documents are created en mass?Summary: Employees did not receive notification when performance documents were created using the eligibility batch process. When individual documents are created there …
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Unable to move goals to another assignement in RedwoodSummary: Hello, Previously when an employee was moving from one assignment to another , we were using the "Move" actions to move their goals from the Inactive assignment…
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Hide the "Show Competency Info" Feature in Performance DocumentsContent: Good morning, I am currently working on customizing the Performance document and specifically, I would like to hide the "Show Competency Info" feature (see the …
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Goals Center - Landing Page is blank after enabling RedwoodSummary: Upon accessing Goals Center through Me > Career and Performance > Goals Center (tile) as an employee, I am not able to view anything on the Goals Center page. I…
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Performance Eligibility display issueSummary: The Redwood quick action "Performance Eligibility" does not display properly. The value of 'Profile Criteria Caused Ineligibility' is displayed across the value…
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How to automate attachments within a question to be sent over automatically to document of recordsSummary: Content (please ensure you mask any confidential information): Is it possible for attachments that are linked to a question to be automated and sent over to DoR…
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How to Make 'Show Competency Info' Descr., visible on page without clicking hyper-linkSummary: Would like the competency definition to be under the Job Duty header rather than having to click to see it: Content (please ensure you mask any confidential inf…
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Unable to set time in confirm review meeting task in 25B RedwoodSummary: Hi Team, As per the update, as of 25B, managers will be able to update the date and time while performing the task "Confirm Review Meeting". Two profile options…
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New Content in Performance DocumentSummary: This is part of a series of Quick Reference Guide "Frequently Asked Questions and Answers" Content (required): The customer requirement is to include a question…
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Redwood: hide check-in functionalitySummary: How we hide Check-in tab in Performance? Content (please ensure you mask any confidential information): Dear experts, We are just about to transition to Redwood…
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How can you copy an eligibility profile?Summary: I need to create a large group of eligibility profiles that are very similar. Is there a way to copy a profile and then edit the copy? Content (please ensure yo…
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Performance Document Start and End DateSummary What is the purpose of start and end date and what are those dates affecting?Content Can anyone help with the purpose of the performance document start and end d…
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Does Visual Builder Studio offer layout customization (make sentence/word bigger, bold, color...)Summary: 25B Does Visual Builder Studio offer layout customization (make sentence/word bigger, smaller, bold, change color…)? For instance, Is it possible to change only…
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Want to restrict employees from Adding goals only during a certain time frame(only first 4 month)Want to restrict employees from Adding new goals only during the first 4 months of the year .example-Jan-April. But still allow them to update existing goals year-round.
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In Redwood, can we automatically delete Performance Documents for terminated colleagues?Summary: We recently transitioned our Performance Management module to Redwood and are currently completing our midyear review period. We are wondering how we can automa…