For more information, please refer to this announcement explaining best practices for getting answers to questions.
How to assign anytime document to HR employee by default and not the manager?
Summary:
HR creates anytime documents for confidential management reviews. We want to default the performance document manager as HR to ensure privacy, as sometimes they forget to change it from the manager.
Content (required):
The company is utilizing anytime documents for random management reviews throughout the year, which are created by HR. These documents are intended to be seen exclusively by HR, while the employee and manager should not have access to them. To address this requirement, the HR has to change the performance document manager when creating the anytime document. However, there have been instances where they forget to modify this field, resulting in the default assignment of the manager. The company now seeks a solution to automatically set the performance document manager as HR by default for anytime documents.