Review Task - Create/Edit Confirm

Use the Confirm tab to view all of the selections, including a visual workflow of the performance review process itself.

To access performance review tasks, go to Admin > Tools > Performance Management > Tasks.

  • If you are creating a new review task and you completed the previous page, you can enter information on this page.
  • To edit a review task, in the Options column, click the Edit icon for the appropriate review task.
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

General Information

This section displays the information that you set on the General page for this review. This information is not editable.

Preview

Click the Preview link in the Review Process section to open a preview of the performance review step in a new window. The preview displays the performance review as it will appear to reviewers with the following considerations:

  • The version number for each performance review section is displayed to the right of the section title in parentheses.
  • Generic employee information is displayed in the review header.
  • All options and buttons are included, but cannot be selected.
  • The performance review progress is always zero percent.
  • Sample data is used for Goal Rating, Goal Planning, Competency, Competency Assessment, and Development Plan sections.

Back/Cancel/Next

  • Click Back to return to the previous page.
  • Click Cancel to close this page.
  • Click SAVE when you are ready for the system to begin assigning the performance review.

Best Practice: Once a performance review task is In Progress status, the process of adding additional users to the performance review task may take up to 24 hours. It is very important to consider all users who should be included in the performance review task prior to setting the availability for the performance review task and submitting the task. See Use Case - Adding Users to Performance Review Task after Initial Task Launch Date.