Review Task Central – PDF Redesign

This functionality was available in stage portals on 10/26.

With this release, in Review Task Central, the improved Performance Review .pdf document will provide a more user-friendly, intuitive, and reliable user interface to for administrators, managers, and end-users.

Additionally, employees can easily add and configure their skills in the new Skills Assessment section.

Note: Review Task Central must be installed to access the new .pdf format. See Activating Review Task Central. Customers who do not activate Review Task Central will still see the old .pdf format.

These changes affect the following pages of the Performance Review .pdf:

  • Cover
  • Overview
  • Goal Planning
  • Competency Assessment
  • Questions List
  • Goal Rating
  • Development Plans
  • Sign-Off
  • Peer Review
  • Manager's Assessment (Formerly "Manager Review")
  • Summary

Note: While the look of each page changed, the information on the page remains the same.

The new cover page provides a streamlined and organized experience, including separate line for each type of reviewer.

The Overview page content remains the same; the only change is the branding colors.

The new Goal Planning page clearer emphasis and improved information architecture.

The Competency Assessment page provides clearer emphasis and information architecture.

The Questions List page provides clearer emphasis and information architecture.

The Goal Rating page provides clearer emphasis and information architecture.

The Development Plan page provides clearer emphasis and information architecture.

The Sign Off page process is streamlined for enhanced clarity.

The Peer Review page provides clearer emphasis and improved information architecture.

The Manager's Assessment page provides clearer emphasis and information architecture.

The Summary page is streamlined to focus on the overall rating.

Employees can easily add and configure their skills in the new Performance Review Skills Assessment section.

Starter Guide

Click here to download the Review Task Central Starter Guide.

Considerations

The new .pdf format also applies to closed and expired tasks once Review Task Central is activated and a new .pdf is generated.

Implementation

This functionality is not automatically enabled. Organizations must activate Review 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
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