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Performance Management
Discussion List
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HDL capabilities in Performance (includes Performance, Competencies and Development Goals)Summary HDL capabilities in Performance (includes Performance, Competencies and Development Goals) to help after a legal entity transferContent Hi All- I have an urgent … -
Delivered reports for Goals and PerformanceSummary Delivered reports for Goals and PerformanceContent Hi, Can anyone share the list if delivered reports for Goals and Performance (manager and admin reports). Plea… -
Matrix Managers - Access to Performance & GoalsContent My customer has a requirement for Off-Hierarchy Managers to be able to review goals/carry out check-ins for somebody they are working with e.g. Project Manager e… -
Evaluation by manager is different from workersSummary Section total not available for managersContent We have a year-end performance document where workers and managers can deliver their input. Sections: Summary: wo… -
How to track/audit if Line manager has clicked 'Return to Worker' and has returned the performance dSummary Looking for option on how to track if line manager as returned the performance document to the employeeContent How to track/audit if Line manager has clicked 'Re… -
How can we check when did employee submitted evaluation i.e the date?Summary How can we check the date of when did employee submitted evaluation?Content How can we check the date of when did employee submitted evaluation?User_2025-02-10-15-30-45-495 36 views 4 comments 1 point Most recent by User_2025-02-10-15-30-45-495 -
Embed a link into a performance document that is template specific?Content We have a need to embed links to an external website and a deeplink to ICDs within just one of our performance templates. Is it possible to do this or can I only… -
HDL Template to Copy Performance GoalsSummary HDL Template to Copy Performance GoalsContent We have a requirement to copy the employee performance goals from inactive assignment to active assignment due to t… -
Hyperlink text changes in performance notification received.Summary How to change the text of the hyperlink in the performance notification received.Content Hello, we have a requirement to change the hyperlink text in the notific… -
Can employees export their goals to Word/Excel?Content While understanding best practice is to complete goals within the application, the client has requested if it is possible for employees to export their goals to … -
How do you assign both Probation & Annual Appraisal Performance Documents for a new hire?Content From Hired through Probation to Annual Appraisal? Dear Expert, how do you ensure workers are assigned the correct performance documents at the appropriate time? … -
Goals ApprovalSummary Goals ApprovalContent Hi Team, We have a requirement where we want to send parallel approvals to all the appraisers and after that it should go to all the review… -
How to auto-expand Performance tasksSummary How to auto-expand Performance tasksContent How to auto-expand Performance tasks: The participants (worker and line manger) need the performance tasks to be expa… -
Performance rating calculation FFSummary Performance rating calculationFFContent we need to create Performance rating calculation Fast formula, we need to calculate the overall performance rating based … -
Search in Goal LibrarySummary Search in Goal LibraryContent Hi when a manager wants to add a goal to his employee he needs to search in the Goal Library.. when searching in the Goal library h… -
Automatic notification to Matrix ManagerSummary Automatic notification to Matrix ManagerContent Hi Team, If we automate the matrix manager as participants in the PMS document, does system send automatic notifi… -
Can Matrix Manager own the Performance DocumentSummary Can Matrix Manager own the Performance DocumentContent Hi Team, We want to achieve the setup in PMS where Matrix manager is the Annual Evaluation Document owner … -
Is there anyway to mass print Performance Document for Indirect ReportsSummary Is there anyway to mass print Performance Document by 2nd level manager's for Indirect ReportsContent Hi, Current Process Manager Evaluation -> Matrix Manager Ap… -
Saved Manager Ratings in BI ReportsSummary Saved Manager Ratings in BI ReportsContent Hi All, Before initiating the compensation plan for calibration, we want to fetch all the manager saved ratings in a B… -
Goal Management - Reporting of Organization Goals - does the system differentiate between organizatiSummary I am not clear what is the difference between Performance Goals and Organization Goals in OTBI Space Analyis Workforce Goals - Goal Alignment Real TimeContent Hi… -
20D: My Team->Career and Performance. Page not loading, blank page.Summary Any one else experiencing the following issue after 20D upgrade? Blank page loads for My Team->Career and Performance for managers. We are on Responsive UIConten… -
Save button in Performance EvaluationSummary Performance Evaluation - Questionnaire section page contains 'Save and Close' and 'Cancel' buttons, 'Save' button is not available.Content Client has requirement… -
Customize tip message for Edit Button in Overall Feedback in Performance DocumentSummary tip message for Edit Button in Overall Feedback in Performance Document currently shows the text ' Edit' to be modifiedContent Tip message for Edit Button in Ove… -
Stop Line Manager from sharing Final Ratings with EmployeeSummary Stop Line Manager from sharing Final Ratings with EmployeeContent Hi All, In our case, the business does not want the LM to release the final ratings to the empl… -
Upload Participant detail in Perf DocumentSummary Upload Participant detail in Perf DocumentContent Hi All, Do we have an option to upload participants directly in the Performance Document. In our case, the clie… -
Eligibility Profile for Perf doc that assigned to whoever has goal planContent Is there a way or fast formula that identify people whoever has performance goals and assign them performance document? Thank you! -
Is Goal Weight enabling still available on performance document?Summary After 20B upgrade, we do not see Goal weight feature on performance document while adding goal via Performance document.Content We are in 20B version & kicking o… -
Set Next Year GoalsSummary Set Next Year GoalsContent Hallo my friends. hope you can Help me We are in the middle of implementation and we have a request that during the Performance cycle … -
Hide 'Send Email Notification' in performance documents for certain security rolesContent Hi, Is there a way to hide the 'Send Email Notification' task (in My client Groups > Performance > Performance documents > Send email Notification) for certain s… -
Facing issue with Provide Final Feedback by WorkerSummary Facing issue with Provide Final Feedback by WorkerContent Hi All, We have configuration such that once Manage submits their evaluation, Employees should be able …