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Automatic transfer of Performance document

Accepted answer
edited Jun 11, 2020 12:06PM in Performance Management 6 comments


Transfer Performance Document to New Manager Automatically


Hello Members,

We wanted to check if there is any option which we can use to Transfer the Performance Documents to New Manager after manager change is done for an Associate. As of now we make use of the Transfer Performance Document Task to manually change the Manager of for the Performance Document of an Associate.

Please let us know if there is any Scheduled Process or similar method so that whenever a Manager change happens for an Associate, the Performance Document of the Associate is also transferred to the New Manager.

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