Review Task Central (Early Adopter​)

With this enhancement, the new Review Task Central provides reviewers an easy way to view, submit, and calibrate all their assigned steps in one location.

Additionally, a new upgraded, intuitive user experience provides clarity on what performance tasks are due and where to find them.

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Once an administrator enables this feature, users can use Task Central to:

• Filter review status
• Search for reviewees by name
• View all previous off-cycle tasks

To activate Review Task Central:

1. Go to Admin > Tools > Performance Management > Performance Features Self Activation. The Feature Activation Preferences page opens.

2. In the Activate Task Central area, select the Activate button. All newly created tasks now appear in the new interface.

Important: Once Review Task Central is activated, it cannot be reverted.

Tasks created before activation remain the legacy format. Tasks created after activation appear with a green check-mark next to their name in the Task Administration screen.

Once enabled, all the following changes and features apply.

Review Actions Menu

Selecting Review Actions Menu opens the Review Actions menu. This menu:

• Allows users to navigate between assigned review steps.
• Highlights the step the reviewer is currently working on.
• Displays step titles that are displayed in the Performance Review Workflow.
• Displays the Bulk Actions option, if enabled.
• Consolidates links to performance reviews. If a manager has 20 direct reports, they will see only one link that opens to all 20 reviews.

 

Status Changes

All performance tasks that use Task Central now show new status as follows:

• Open: There are actionable steps to complete.
• Closed: There is no current action that can be taken on that review.​

This change applies to the Universal Profile Actions, Scheduled Tasks, Action Items, and Performance Review Summary pages.

Note: The filters on the Performance Review Summary Page will be mapped to the new open and closed statuses.

Due Date Changes

The following due date changes now apply:

• The due date associated with the task central link will represent a consolidated due date. This applies to the due date field on the Universal Profile - Actions, Performance Review Summary, Scheduled Tasks, and Actions items pages.
• If there is an action to complete on the task, and the status is open, the due date shows the earliest due date in the step.

The due date for the review step is also visible in the section header.

Reviewee View

A new Review Actions Menu allows users to:

• Navigate between the review step they are currently on and any other steps they are assigned.
• Access bulk actions, if enabled.​

Reviewee Menu

Reviewers can:

• Move between reviewees or review sections.
• View when a review is completed, in progress, or past due.
• View the due date for each review.
• View all the reviews assigned for that step in the left-hand navigation bar.

Statuses and Tags

The reviewee menu now displays three status icons:

• Completed: Green check mark icon
• Past due: Red warning sign icon
• In progress: Blue dot icon

Tags appear above reviewee names to identify when a step is re-opened or if the reviewer is serving as a co-planner for that reviewee.

Off-cycle Tasks

The review view applies to Off-cycle tasks as follows:

• The off-cycle task shows each occurrence of that task in the reviewer menu.
• The Off-cycle task title is visible in the reviewee header.
• Reviewees can filter by step status or off-cycle task name.
• The Off-cycle task name displays below the reviewee name.
• A reviewer will see all reviews assigned for that step in the left navigation bar.

Buttons and Navigation

Task Central button names and navigation on the review task changed to the following:​

• Save for later button: Save and exit the review.​
• Next button: Save and move to the next section.​
• Previous button: Save and move to the previous section.
• X in top right corner of screen: Save and exit.

When a user navigates away from a task in Task Central, that task is automatically saved.

REVIEW.LINK email tag and Single Sign On (SSO)

If Review Task Central is enabled, the REVIEW.LINK email tag in Step Assigned and Step Due emails allows the use of an SSO deep link, if SSO is enabled in the portal.

Note: The REVIEW.LINK email tag only works with Task Central for step due and step assigned emails.

Starter Guide

Click here to download the Review Task Central Starter Guide.

Considerations

• Task Administration: Review Summary​
  • The Confirmation page is not available after Review Task Central is enabled.
  • Task Central uses aggregated links to access review tasks, so the tags used in Task List Names will not render. Instead, use a generic name, such as “2022 Manager Review”.​​
• During the early adopter period, Review Task Central does not support the following:
  • Discuss or decline review functionality for off-cycle tasks.
  • Review previews. ​
• During the early adopter period, only the following links are available under the options menu in the review: ​
  • Add co-planner​
  • Attachments​
  • Employee details ​
  • Print review
• Review Task Central only supports review step assigned and step due emails.
• Tags in Task Administration cannot be used for Task Central/​

Implementation

• Self-Activation: Prior to the April 14 patch, Review Task Central can be activated in the stage environment via the “Activate Review Task Central” button on the Performance Review Task Administration screen. If a stage portal had previously activated Review Task Central, it will remain active in those portals – they will not have to self-activate again. Review Task Central is not available in production and pilot environments until the April 14 patch.
• With the April 14 patch: Review Task Central can be enabled using a new Feature Activation page available via the Admin > Tools > Performance Management navigation path. The button to activate Review Task Central will be available in the new Feature Activation page. A new permission will be added to the System Administrator role to control access to this page. Stage portals that had previously enabled Review Task Central will not have to re-enable it again – it will remain active if previously enabled in stage.

Once enabled, Review Task Central cannot be disabled. Once enabled, all tasks created post-enablement will use the new Review Task Central user interface (UI). Tasks that are using the new Review Task Central UI will have a green check mark next to the name of the task.

Permissions

The following new permission applies to this functionality:

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