Performance Review Task - Create

Tasks include five steps and screens:

To create a performance review task, go to Admin > Tools > Performance Management > Tasks. Then, click the Create a Performance Review Task link.

To copy a performance review task, go to Admin > Tools > Performance Management > Tasks. Then, click the Copy icon in the Options column.

Complete each of the five steps, beginning with the General step. See Performance Review Task - Create/Edit - General.

Permissions

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

Troubleshooting Information

The following page contains a quick reference card to guide you through the process of creating a performance review task:

See Creating Performance Review Tasks Quick Reference Card.

For best practice information regarding performance reviews: See Best Practices - Performance Review Task Administration.