Someone forced ineligible for a Check-In Document on a future Review Period? — Cloud Customer Connect
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Someone forced ineligible for a Check-In Document on a future Review Period?

in Performance Management 5 comments

Summary:

Check-In Document, Performance Document, forcing eligibility on future Review Periods that don't exist?

Content (required):

Hi All,

We have identified an anomaly in our system. For context, we use the same performance template and same check-in template year-over-year, connecting templates to the current Review Period only.

We have a process in Q3 where managers can force workers eligible/ineligible for a Check-In Document or Performance Document for that current Review Period.

In this case, during our 2022 cycle on our 2022 Review Period - we had a manager force someone ineligible for a 2023 Check-In Document. From a UI-perspective - this would be impossible. We did not open our 2023 Review Period until January 2023. The "force ineligible" action occurred in September 2022.

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