Fusion Perfomance Management - How to setup the template to allow employees/workers to accept goals

Summary

Performance Contracting - accepting of Goals at the beginning of performance cycle

Content

Hi All,

Our company is rolling out Goal Management and Performance Management.  The following tasks are configured for Interim and Annual review periods:

1. Set Goals – Manager

2. Create Performance Document- Manager

3. Accept Goals assigned by selecting Yes/No – Employee

4. Create Self Evaluation and Submit to the manager for evaluation.

5. Manager Evaluation – Manager

6. Share Performance Document – Manager /Employee

7. Confirm Review Meeting Held – Manager/ Employee

8. Provide Final Feedback – Manager/ Employee

Requirement from the client is for the employee/worker to accept the goals without completing a rating during the contracting period.  This makes business sense as the employee/worker cannot perform self-evaluation during contracting period.  The current setup forces employee/worker to complete self –evaluation when accepting goals assigned to them.    (See the screen shots)