Task Central – Bulk Submit (Early Adopter​)

Prior to this enhancement, managers were able to submit one review step per reviewee, which was inefficient and did not allow the manager to check their work or ensure cross-team equity before submitting the review.

With this enhancement, a new Bulk Actions page allows reviewers to see which reviews are ready to submit and the overall rating for those reviews.

Administrators enable bulk submission by going to Performance Management > Task Administration and selecting the Review Workflow tab. In the Define Review Step section, click the Enable Bulk Submit for this Review Step check-box.

Once bulk submit is enabled, the Bulk Submit tab displays on the Bulk Actions Page in Task Central.

To bulk submit:

  1. Click the Submit tab to view all available reviews.
  2. Select a review step. This enables the selection check-boxes.
  3. Select one or more reviews to submit.
  4. Click Submit Reviews. A notification message appears.

Once processing is done, a success message, a partial success message, or a failed message appears.

Note: During bulk action processing, the reviewer cannot navigate away from the Bulk Actions page.

Note: Bulk submit is enabled per step and cannot be enabled or disabled once a task is started.

How Does this Enhancement Benefit My Organization?

Reviewers can clearly see what steps are not complete and informally calibrate reviews before submission.

Considerations

  • Bulk Submit supports 1,000 users per bulk submit action.
  • Overall Step Rating only shows in the bulk submit table if an administrator enables the For In Progress steps, commit Section and Step Scores to Reporting on Save by reviewers option in task administration.

Implementation

Bulk Submit is only available to customers who activate Task Central.

Permissions

The following existing 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