Tasks include five steps and screens:
To copy a performance review task, go to. 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.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|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|
The following page contains a quick reference card to guide you through the process of creating a performance review task:
For best practice information regarding performance reviews: See Best Practices - Performance Review Task Administration.