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Performance Management
Discussion List
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Questions on Weight% Field in Goal Setting Module ImplementationSummary: Content (please ensure you mask any confidential information): Hello everyone, We are currently implementing the Goal Setting module for one of our clients and … -
How to load manager rating without manager being participant through hdlSummary: Hello Team, We have a requirement to load manager rating when manager is not a participant. We want to directly upload manager rating. I have found HDL to load …
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Remove action Icon directly show approve button in approval notification pageSummary: Please refer below screenshot where client wanted to view approve icon directly without navigating to action then approve Content (please ensure you mask any co… -
How can we bifuricate the "Goals Center" page to "Performance Goals" and "Development Goals" for EmpHi Team, The Redwood "Goals Center" page is having both "Performance Goals" and "Development Goals". We want a seperate page for both "Performance Goals" and "Developmen…
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Should having a dotted & direct reporting line to the same person affect default check-in settings?Summary: In the Redwood Performance page, when a user adds a new check-in, the expectation is that the manager field defaults to the user's direct line manager. When a a…
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Data in "Evaluated By" section for the performance document.Summary: We have a requirement to fetch information regarding manager who actually evaluated the performance document in "evaluate by" section. Currently the data which …
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Acknowledgement Comment in Performance documentCan we hide the Comments section from the Performance Document, or alternatively capture the comment in reports when employees acknowledge the document in Redwood
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Inquiry on Using Job Family as an Additional Layer Above Job ProfileWe are currently working on creating Job Profiles and syncing them to the Position Profiles. As part of our organizational structure, we would like to understand whether… -
Unable to make start date required in performance goals in redwoodSummary: Unable to make start date field required in performance goals in Redwood Content (please ensure you mask any confidential information): Version (include the ver…
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Role and Security for Goal Specialist - All the task in My Client > Goal are disappearedSummary: Hi, Expert I have tried to implement role Goal Specialist Custom that access all the data for whole company but scope only Goal Function. I have tried to assign…
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Remove employee calculated rating from Overall SummarySummary: Hi, We have a requirement where we want to hide the Employee Calculated Rating fields from the Overall Summary Page. In the VBS, I only see the option for manag…
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What is the best way to send reminder asking to add goals under the Goal Plan assignedWe want to send reminder notifications to employees who still have not added goals under the plans they have been assigned. Also could anyone please share the report/ SQ…
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Redwood Performance Documents Search Issue - Same User Security, Different Search ResultsSummary: I have two HR users with the exact same custom security roles for whom the Performance Documents page acts differently despite using the exact same filter crite…
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Moved to calibration- missing manager commentsSummary: We moved all performance documents to the calibration stage. Some perf docs that were not yet submitted, managers are saying their comments are "missing". Have …
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How to hide criteria from Select Person under Participant FeedbackSummary: Hello, We would like to hide the Work Email and Person Number under Select Person criteria available for the Participant Feedback selection. (we would like to k… -
Extending an active review periodSummary: Hi there, Our review period is scheduled from 15 April 2025 to 31 March 2026. We are considering extending the end-of-year review deadline to the end of April 2…
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How to set "Use a questionnaire" as default in Request feedbackSummary: Hi all, is it possible to set "Use a questionnaire" as default in Request feedback? For "Ask for a rating" it already works. Please see Screenshot below.7 Versi…
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Measureable Goal Flag in Goal Library does not get hidden via VBSSummary: Content (please ensure you mask any confidential information): There is a 'showEditableMeasurableTaskSection' variable in VBS where we can control the visibilit…
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How can HR make edits to a performance documentSummary: I have a requirement where HR needs to be able to edit the questionnaire in a performance document at the approval stage. Content (please ensure you mask any co…
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Hiding Quick Actions Based on Role – Redwood UIDear all, We are currently working on a customer requirement to hide specific Quick Actions for users assigned a particular custom role. The Quick Actions that need to b…
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Can we transfer performance documents to new manager for multiple employees at a timeSummary: Can we transfer performance documents to new manager for multiple employees at a time Content (please ensure you mask any confidential information): Can we tran…
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Can we delete the performance document of employee having document status In Progress using HDLSummary: Can we Mass delete the performance document of employee having document status In Progress using HDL Content (please ensure you mask any confidential informatio…
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Rename "FYI" headerSummary: Hi everyone, is it possible to change "FYI" label in notification tool? Regards, Maria
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How to hide "Evaluate as Employee" under row actions for Performance EvaluationSummary: How to hide "Evaluate as Employee" under row actions for Performance Evaluation Content (please ensure you mask any confidential information): Does anyone know …
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generate preview results for mass assigned checkinSummary: What is the purpose of the generate preview button when using the new Mass Action processes for Check-In Documents? We are not seeing any reports or results for…
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Can we restrict the Performance document sharing task to the employee till Talent review completesSummary: Below is our Performance evaluation process: Employee evaluation Manager evaluation Performance calibration - Talent review Share the ratings Employee acknowled…
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The delete button must be disabled for predefined development library objectivesSummary: The customer requests that the delete button be disabled for predefined development library objectives, allowing employees to edit but not delete these predefin…
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Task type dropdown should not be editable for employees under development objective pageSummary: When editing a task withing development objective page, the task type dropdown should not be editable for employees Content (please ensure you mask any confiden…
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When editing a task, the task type dropdown should not be editableSummary: Task Type field needs to be segregated as three separate types for 70-20-10.Currently under Task Type (which is common lookup HRG_GOAL_TASK_TYPE) we have added …
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Request Feedback: Message to feedback provider fieldSummary: Content (please ensure you mask any confidential information): We have set the 'Your message to the feedback provider' field to Required via VBS: However, we ar…