Performance Review Troubleshooting Guide

As long as the task assigned period is still open, the add users icon will be visible on the Performance Review Task Administration.

The Administrator can click the add user icon to add users to the Review Task.

Tasks can be dynamically assigned to users who meet the specified availability criteria by selecting the Dynamically Assigned checkbox.

Users cannot be added to a performance review task after the assignment period is over.

The Administrator can copy the task and ensure the additional users are added to the availability criteria.

Note: When copying a Performance Review Task, ensure that the task period dates are edited to reflect the new review period.

When a performance review task is dynamically assigned, users who meet the specified availability criteria will be assigned the task during the task period.

An administrator can extend the due dates for a review provided that the task has a status of "Not started" or "In Progress".

Click the Admin Tab > Performance Management > Task Administration. Locate the task you wish to extend the dates for and click the View Details button . At the top right of the screen click the Extend Review Dates link. You can Change the date for the Task Expiration Date.

Note:

• If a due date is a relative date, i.e. 30 Day(s), then the due date can only be extended by a relative number of days.
• If a due date is an absolute date, i.e. 1/1/2013, then the due date can only be extended by an actual date.
• The new due date must be greater than or equal to the current due date.

An administrator can extend the due dates for a review step provided that the task has a status of "Not started" or "In Progress".

Click the Admin Tab > Performance Management > Task Administration. Locate the task which contains the steps you wish to extend the dates for and click the View Details button . At the top right of the screen click the Extend Review Dates link. You can now change the Due Date of individual steps in the review task.

Note:

• If a due date is a relative date, i.e. 30 Day(s), then the due date can only be extended by a relative number of days.
• If a due date is an absolute date, i.e. 1/1/2013, then the due date can only be extended by an actual date.
• The new due date must be greater than or equal to the current due date.

An administrator can extend the due dates for a review step for a specific user, provided that the task has a status of “Not started” or “In Progress”.

Click the Admin Tab > Performance Management > Task Administration. Locate the task assigned to the user and find the user you wish to extend the steps for under the "Employee Reviewed" column. Click the Extend Review Dates link for the user in question. You can now change the Due Date of the overall review task or individual steps for that user.

The new manager will be assigned the review step.

It is a recommended best practice to add the old manager as a co-planner so they may give feedback during the review process.

The review step will not assign to a user as the manager field is empty. If a new manager is entered, the review step will be assigned to them.

Performance Review task administrators can add co-planners to view, edit or submit tasks on behalf of a specific role.

To add a co-planner, go to Admin > Performance Management > Performance task administration. Locate the task and click the View Details button . Locate the user for whom you wish to add a co-planner, and click the add co-planner icon . The name of the roles and any co-planners will be listed. Click the add button next to a role to add a co-planner, and click save.

Managers can also add co-planners if this was configured by the performance review task administrator. Click the Performance tab > Performance Reviews and click the title of the performance review. In the Actions panel, click the Add Co-Planner link.

Note: For managers to have the ability to add co-planners, the security permission Performance Co-Planner must be added to the Manager security role.

A co-planner cannot be added to the certain system-defined roles: Self-Review, Subordinates, Peer Group, and Specific User.

Goals available to rate as part of a review have a start or end date that falls within the review period. Administrators must check that the review period for the task reflects the time period during which goals must be rated.

Note: This scenario may happen when copying a previous Performance Review Task and the old review dates are not edited.

When defining a Performance Review Task, the administrator can define which sections are visible to the reviewee. On the Visibility tab of the task check the Visible to reviewee check box and select the display options for comments and/or ratings to be visible.

An administrator can enable the Performance Review Bulk Sign Off page allows reviewers to sign off a number of reviews. The administrator needs to:

• Enable the page in Admin > Preferences > Navigation Tabs and Links (by Division).
• The page is located under Performance > Review Sign Off.
• All reviews that require sign off will be displayed.
• Click the checkbox for each review that requires signing off and click the sign off button.

Note: For managers to have the ability to sign-off reviews in bulk, the security permission Performance Review Bulk Sign Off must be added to the Manager security role.

An administrator can use HTML tags in performance review questions.