Performance Reviews – Task Search Enhancements

Prior to this enhancement, it was difficult to locate specific tasks in the multi-page task list on the Performance Review Summary page.

With this enhancement, the Show completed and expired tasks check-box is replaced with the following filters:

  • Not Started
  • In Progress
  • Completed
  • Incomplete
  • Expired

By default, all of these filters are selected, except Completed and Expired.

Additionally, a Last Modified Date column is added to the Performance Review Summary list table. This column is sorted by last modified date in descending order.

How Does This Enhancement Benefit My Organization?

Users can use filters to access specific tasks, and easily find their last modified task at the top of the summary list, making the search process more efficient.

Implementation

This functionality is automatically enabled for all organizations using Performance.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Launch Off-Cycle Performance Review Task Enables a user to launch an off-cycle performance review task. Having this permission does not guarantee that the user can launch an off-cycle review, only that they will have access to the Launch Performance Review page. A task must still be configured properly for the user to successfully launch an off-cycle review task. This permission works only if user has been designated to launch at least one currently active off-cycle performance review task. This permission can be constrained by OU, User's Subordinates, and Employee Relationship. This is an end user permission. Performance
View Performance Reviews Grants ability to view the Performance Reviews page, which displays a user's own past performance reviews as well as performance review task steps they've been assigned to complete. This also grants ability to view the Batch Rating page. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an end user permission. Performance