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performance document tranfer to new assignment saving worker self-evaluation?

edited Jan 22, 2025 3:28PM in Performance Management 1 comment

Summary:


Hi,

We need to transfer some performance documents to workers' new assignments as these appears as inactive now.

I used this HDL to transfer a document to a new assignment (no manager change/no goals) and it works just fine:

Sample PerfDocUpdate.dat

METADATA|PerfDocUpdate|Operation|ReviewPeriod|NewAssignmentNumber|OldAssignmentNumber

MERGE|PerfDocUpdate|ORA_LE_TRANSFER|2021 Review Period|E015086-2|E015086

However, It transfer all assigned docs from old to new assignment number. Is there perhaps a way to limit the transfer only to one specific document? If not it's ok.

Thank you,

Kind Regards

Silvia

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