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Unable to Create Performance Document for eligible employee after Manage Eligibility Batch Process
Summary:
We are attempting to create a performance template for the first time in a test region. We are unable to see it from the employee point of view. These are the steps taken with attached screenshots:
1- Populated all tabs of Staff Performance Template
2- Submitted Manage Eligibility Batch Process, which generated 21 Performance Documents
3- Navigated to My Client Groups > Performance > Performance Documents > selected Create Document button > entered search criteria of one of the 21 eligible employees, but nothing pulled up
Content (please ensure you mask any confidential information):
The Staff Performance Template shows as "No" for "In Use". Could this be the issue? If it is, how/when does it change from No to Yes?
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