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Performance Management
Discussion List
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Copy performance document from inactive assignment to active assignmentSummary How to copy performance document from inactive assignment to active assignment?Content Hello, In the 18C HCM, we are preparing the end of year review and some pe…User_2025-01-30-22-29-59-990 130 views 15 comments 1 point Most recent by User_2025-01-22-19-28-28-240 -
Disable Functional Manager/Matrix Manager ability to add goal to dotted line reportsSummary Disable Functional Manager/Matrix Manager ability to add goal to dotted line reportsContent hi all, Currently, we have enabled 2 level approval for goals managem… -
Annual Performance document score calculationSummary Annual Performance document score calculationContent Hi , We have a requirement where for employees covered under quarterly evaluation cycle, the annual overall … -
Worker comments are not visible for Managers when open a goal in performance documentSummary Worker comments are not visible for Managers when open a goal in performance documentContent Hi, We are in REL 13 18C. Currently, we are in the Performance annua… -
Check-In Documents (Mentor/Matrix Manager)Summary Mentor Initiated Check-In DocumentContent Hello! We've been testing check-in templates and documents and so far have been able to work out how to get Line Manage…
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Managers Can't Access Performance Document PageSummary Managers Can't Access Performance Document PageContent Anyone else having this issue? I currently have a SR and they have it as an open bug ( Bug 29035369 - 403 … -
What should be the document period for performance template type "Anytime"Content Hi All, Just trying to understand the behavior of performance template type "Anytime". Obviously, the expectation is HR or Managers can use this type of template… -
Organization Goal PlanSummary Organization Goal Plan Add with wrong goal planContent I have created an organization goal and have run the process and managed the scheduled process. I went to … -
Goal LibarySummary Building out a Goal LibraryContent We are looking to build out a goal library but want really generic goals listed. Would anyone be willing to share examples of … -
Do we have any option to upload rating directly into employee performanceContent Hi All, We are looking forward to upload rating directly in overall summary section for few employee those are on lOA. Do we have any option available to upload … -
turn off Check-In Document email notificationSummary how can i disable email notifications generated when either Worker or Manager creates a Check-In document?Content I have to disable these notifications quickly. … -
Performance Document Completed Date?Content Is there a way to report on or add a field for a "Completed Date" for a performance document? One of the departments in our company had an audit and requested th… -
Microsoft Edge Compatibility with Goals ManagementSummary Employees are unable to enter success criteria for goals when using Microsoft EdgeContent Several of our employees are having issues with entering success criter… -
Exit Interview processSummary Exit Interview ProcessContent Hi I need one help. I was able to design a process for exit interview involving HR and Employee. I have mentioned summary of my req… -
My Manager Evaluations View and FilterContent We have just launched a new performance document where the associate can choose the performance document review manager when creating their performance document.… -
Export Goals from Administer Worker GoalsSummary When querying several hundred records, the file is emptyContent Is there a way to export goals in Excel for more than 500 records? When querying only a few goals… -
Overall Rating Bug for Competencies?Content Hi Guys, We recently launched a new cycle of performance documents (anytime docs) to be completed by managers. They are required to comment on each goal, provide… -
BI Template email notifications not working fineSummary We have enabled BI template based email notifications for Goals & Performance. However the email comes with content as The task details is not available at this … -
Using WorkerGoalsWorksheet.xlsx to upload Mass assigned goalsContent Hi, We have previously uploaded Mass assigned goals manually but are now hoping to do this using the WorkerGoalsWorksheet.xlsx. I have found instructions around … -
Queries in Performance ManagementContent Hi Team, I would like your inputs on the below items: 1. Does Participant has the option to reject the feedback request requested by Manager or Employee in a Per… -
Unable to Hide Fields on Responsive Goal Page (18B/18C)Content Hi all - We have recently switched to the responsive goal page. We have customizations on the non-responsive goal page in which we hide fields such as Category a… -
Fast Formula for QuestionnairesContent Hi, could someone provide an example of Fast Formula, which would pick the answer of one question from Questionnaire? We would like to use it for calculating Ove… -
18C - Error Message on GoalsContent All - Since our update to 18C, Managers are receiving an error message when they are done view goals. Two questions - Can anyone replicate this in their 18C envi… -
Stop performance process post manager evaluationSummary Stop managers Sharing and Releasing before calibrationContent As part of the Annual review process we would like to stop managers from progressing to Share & Rel… -
Rating Scale - Not Applicable/Too New to Rate optionSummary Option on ratings scale to assign rating of Not Applicable or Too New to Rate which is not included in the section rating calculationContent We are still in the … -
Performance Mgmt RatingSummary Performance mgmt rating and compensationContent Hi! We have a requirement to not share the performance rating with the employee until the compensation process is… -
How to add a training video in a performance templateSummary How to add a training video in a performance templateContent Hi All, I would like to add a training video on a process created internally within "My Evaluations … -
18C Issue - Profiles icon does not show any dataContent Hi, The Profiles option doesn't show any results for HR Specialists. Login as HR Specialist>Go to My Client Groups>Profiles>Search by name>None of the links on t… -
Mid year review task in annual appraisal processSummary Would like to include a mid year review task in annual appraisal process flowContent Hi, Needs some thoughts around the annual appraisal process flow. The requir… -
Approval of Performance document based on the worker's performance ratingContent We are trying configure custom approval rule for dynamic approval of Performance document based on the worker's performance rating. Is it possible