Create new performance document using the same template after manager change — Cloud Customer Connect
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Create new performance document using the same template after manager change

Dear all

The current manager has completed the performance document and has edited the end date (for example 30.06.2025). On the 01.07.2025 we have a transfer to new new manager. The employee should get now a new performance document (same template). For me that seems not be possible because the search under create performance document doesn't consider the end date of the completed document.

Is that correct?

And How can I assign the same document for the second period of the year to the employee after the manager change? Do I need a second template?

That should be a normal business case. Hope someone has an idea.

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