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Bypass Share and Release when Manager submits Performance Document

Received Response
edited Jul 24, 2021 9:15AM in Performance Management 3 comments


We need to have the performance document released to the Employee when the Manager clicks Submit and bypass the Share and Release step


We are looking to bypass the Share and Release step when the manager submits their evaluation for some of our groups.

After managers complete their evaluation and click Submit, they must go back into the performance document to click Share and Release to release the document to the employee for review. Managers sometimes do not realize they need to click Share and Release and this has caused some confusion.

Is it possible to make this a 1-step process for specific groups / workflows so when the manager clicks Submit the document is released to the employee? Or by having the Share and Release button on the same screen so the manager can select Share and Release and bypass Submit?

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