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How to create monthly perf doc evaluations every month with only that month's perf goals pulled in?
Summary:
How to create monthly perf doc evaluations every month with only that month's perf goals pulled in?
Content (please ensure you mask any confidential information):
Hi All,
We have received a client requirement as below:
- Performance evaluation to be conducted every month for trainee employees
- Goal plan - sum of goals must equal 100%
- Separate document for each month; each monthly document should pull the Performance Goals only for that specific month.
- Process flow - Manager evaluation, share performance doc, acknowledge perf doc
- The client has specified that they would prefer if the above can be achieved in a way wherein they don't need to create multiple performance docs or performance doc types for each month.
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