Edge Import - Performance Review Data Load

A new Edge Import data load is now available for performance reviews. This data load is a simple self-service solution for importing overall performance review scores and performance review PDFs. Organizations save time and effort by managing their own performance review data instead of relying on Cornerstone or Partner resources and custom projects.

The Performance Review data load includes the following features:

  • Performance review data can be loaded for existing standard and off-cycle review tasks.
  • The data load can assign users to a performance review task.
  • Administrators can load external performance review PDFs.
  • The data load can be used to add or update data.
  • The data load supports numeric ratings and text ratings.
  • The data load supports decimal performance review ratings.

Starter Guide

Select this link to download the Edge Import Performance Starter Guide.

Considerations

  • A performance review task must be assigned to at least one user or organizational unit (OU).
  • A performance review task must have exactly one review step, and this must be a self-review step. In addition, the self-review step must only contain a single section, and this must be a Sign Off section that is assigned to "Self."
  • The rating scale configured for the task should not include custom rounding ranges.
  • Tasks in a Queued status cannot be updated.

Implementation

For customers who have not purchased Edge Import, there will be a single marketplace tile called "Edge Import" to allow customers to initiate purchase of the Edge Import product from Edge Marketplace. Once purchased, customers have access to all available loads and feeds in Edge Import, including the new performance review load.

For customers who have already purchased Edge Import, they will have access to all available loads and feeds in Edge Import, including the new performance review load.

A new permission, Edge Import - Load Review Scores and PDFs, controls access to this new load type in Edge Import. The template Guide in Edge Import will contain additional information for this new load type.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Edge Import - Load Review Scores and PDFs Grants access to load performance review scores and PDFs via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import

Security Roles

Upon release, the new Edge Import - Load Review Scores and PDFs permission is automatically granted to the default System Administrator role. Administrators must grant this permission with the appropriate constraints to other roles, if necessary.