Performance Reviews – Assign Co-Planners to Not Started Steps

Prior to this release administrators were only able to assign co-planners if a step is assigned to the reviewer and the status is either Inprogress, Past Due, or Completed.

With this release, administrators no longer have to wait for a reviewer step to start before assigning a co-planner.

How Does This Enhancement Benefit My Organization?

Administrators no longer have to track the status of each task and step before assigning co-planners.

Implementation

This functionality is automatically enabled for all organizations using Performance.

Permissions

The following permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Performance Review Task - Manage Grants ability to assign performance review tasks and manage activity within those tasks. This permission works in conjunction with the Admin Visibility settings for the performance review task. Administrators who have this permission and are within the Admin Visibility settings can view the task, edit the task, add users, and view the task details. However, the admin cannot edit the Admin Visibility settings for the task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. The constraints on this permission control which users can be added to the task. Performance - Administration
Performance Review Task Administration Grants ability to create/assign performance review tasks and manage activity within those tasks. This permission also gives the ability to enable and view co-planners for a task from the administration pages. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Performance - Administration
Task - View Grants ability to view assigned tasks via Scheduled Tasks screen and Welcome Page My Tasks widget. This is an end user permission. Core
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