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How/where are interim documents reflected in the year-end/annual document?

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edited Apr 29, 2020 7:24PM in Performance Management 10 comments

Summary

How/where are interim documents reflected in the year-end/annual document?

Content

We have never used interim documents before - we've always only had one annual document at the end of the year.  We are playing around with creating Anytime Documents for use solely for the gathering of 360 feedback throughout the year, because we like how the participant feedback process works within the performance document flow (as opposed to using Requested Feedback).  

So the creation of the Anytime Documents is fine - seems to be working as expected.  I then created a new annual/year-end template and indicated that the applicable interim types are the new type we created for our Anytime Document (we're calling the type Performance Feedback).  I then assigned the new annual template to myself, but I don't see any reference to the Anytime Document.  So I'm not sure what I've done wrong.

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