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Performance Management
Discussion List
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Adding hire date to document details section of the performance document.We have a client that is looking to add hire date to document details section of the performance documents and then have it pull into print section. -
View only access for managers to specific fields under Measurement in Performance DocumentSummary: Hi, There is a requirement to have view only access for managers inside the performance document when selecting a goal in Measurement section. Specifically, man…
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Can we fetch a report for Included and Excluded List in Goal PlanCan we fetch a report for Included and Excluded List of employees in Goal Plan, Just asking as over the years the numbers have increased
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Performance document sections to be re-arrangedSummary: Hi, We need to re-arrange the sections order in this Performance Document moving "Evaluation Topic" above "Overall Performance " Even if we have correctly set t… -
Success criteria not visible while evaluating goalSummary: Content (please ensure you mask any confidential information): While evaluating goals, employee and manager can only see goal name and description. Our client w… -
For Performance Management, when are these notifications triggered.Summary: In Performance Management, there are two notifications sent to managers: Worker enters their evaluation criteria: Manager receives notification when worker has …
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How do we hide "Share and Retain" in Redwood?Summary: We have hidden "Share and Retain" via Page Composer using the EL in the support doc below. As we are looking at this in Redwood, there doesn't seem to be a way … -
Requirement: Client want to print Performance Documents in bulkSummary: Hello All, How can I print performance documents in bulk? While we are able to print individual documents, my clients requirement is to print performance docume… -
The benefits of using task with goalsSummary: Hello everyone, I am curious to learn how other companies use the task function attached to creating a goal. Do you use it to break down your goals into smaller… -
How to customize goal notificationHi, we have to customize a notification because on the notification we can see two field blank ("Success criteria" and "Level"). These field are hidden on the goal page,…
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Edit Performance Eligibility Date for an individual employeeHello everyone, I need to change the eligibility date for an employee for the current performance process. Is there a way to be able to do this only for one employee in … -
Unable to change "FullTime or PartTime" as mandatory in Manage Jobs using Visual Builder Studio.Summary: Unable to change "FullTime or PartTime" as mandatory in Manage Jobs using Visual Builder Studio. Content (please ensure you mask any confidential information): …
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completed development goal notification to be sent only to worker's current assignment HRHello experts, There are employees in our project that have two work relationship in the system, one is employee record and the other one is contingent worker, therefore…
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How to remove Warning from "Confirm Review Meeting Held" Task on Performance Process FlowSummary: Our purpose is to remove the Warning message that appears when we insert a future date into "Meeting Held Date" Content (please ensure you mask any confidential… -
Can Check-in be made mandatory at the end of 3 months of employment?Summary: Hi Friends, Our client organization outs newly hired employees on probation for 6 months. There is a performance evaluation at the end of probation. However, at…
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We are unable to provide comments in the employee self evaluation sectionSummary: We are unable to provide comments in the employee self evaluation section Content (please ensure you mask any confidential information): Version (include the ve…
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how to inhibit the editing of goals in the performance documentHi, we want to inhibit the possibility for the employee and the manager to edit the goals in the self-assessment and managerial evaluation phase in the performance docum…
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section to be marked as mandatory and employee excluded in performance documentHow can a section be marked as mandatory in Performance documents is there a option for that How can an employee excluded in performance document apart from eligibility …
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Unable to select "Enable manual section rating" for competencies.Summary: Unable to select "Enable manual section rating" for competencies. Content (please ensure you mask any confidential information): Hi Team, I am trying to create …
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Goal plan creation has an extra value under Evaluation TypeHi, While creating Goal Plan we noticed there was an extra value rather than Default under the Evaluation Type=> CDRM_DEV_Evaluation_Type. Is this something which has be…
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Use AI Assist goal Enabled but not showingI have enabled this and published as well and it was successfully moved to main branch but it's still not showing.
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modify the evaluation type of a goal planSummary: Content (please ensure you mask any confidential information): Hi experts, Is there any way to modify the previously set evaluation type of a goal plan? I assig…
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How to enable addtional information section in performance document.Summary: How to enable addtional information section in performance document. Content (please ensure you mask any confidential information): Hi Team, How do we enable Ad…
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Redwood: Possibility to include/exclude competencies in the performanceHello, Is it possible for an employee to include and exclude competencies directly in their performance document in Redwood? Thanks in advance. -
Hide Taks and Target Outcomes for Goal librarySummary: Hide Taks and Target Outcomes for Goal library Content (please ensure you mask any confidential information): Hello experts, we would like to make the following… -
Not able to download my 10x journey performance document why?Summary:23D Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippet…
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Edit Goal based on goal CategorySummary: Requirement: We have department goals which will be decided by the department head and later they will be assigned to the respective department using HDL. We ar…
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Validation on submitting Manager EvaluationSummary: Hi Experts, Wanted to understand if there is any validation that can be configured even if one of the performance ratings are below 3 while submitting the manag… -
How to remove access to Goal Plans Section for Goals ?Summary: Hello our client has a specific requirement and we are encountering some issues. They have goals specialist user roles and within those, not all user role who m…
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Is there any standard way to auto-populate employee ratings into manager ratings in Perf Doc?Is there any standard functionality available by which we can copy employee ratings to the manager ratings in Performance Document? And manager can edit the ratings and …