Performance Review Task Administration Overview

The Task Administration page allows you to create a new performance review task as well as view and manage existing performance review tasks.

Administrator are only able to view and administer a task if they are within the Admin Visibility of the task and they have permission to manage performance review tasks. This includes adding users, viewing task details, and editing the task.

To access Performance Review Task Administration, go to Admin > Tools > Performance Management > Tasks.

Troubleshooting Information

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.

Performance Review Task - Create

To create a performance review task, click the Create a Performance Review Task link. This takes you to the Define Performance Review Task screen. See Performance Review Task - Create.

Performance Review Tasks - Search

If there are many review tasks, use the search field to search for a review task by name. You can choose to display completed or expired tasks as well as off cycle tasks using the corresponding options. Click the Search button to begin the search.

Performance Review Task Table

The following information is displayed for each existing review task that is available to the administrator:

  • Task name
  • Description
  • Task creator
  • The review or task period for which it is available
  • Task status - See Performance Review Task Statuses.
  • Whether the task is active or inactive
  • Whether the task is dynamically assigned to a group or OU

Administrator are only able to view and administer a task if they are within the Admin Visibility of the task and they have permission to manage performance review tasks. This includes adding users, viewing task details, and editing the task.

Active Status

Activate or deactivate a task by selecting the Active option next to the task. Inactive tasks are not implemented. Any modifications to the Active or Dynamically Assigned options are not saved until the Save button is clicked.

Warning: If a task is made inactive, any queued emails that are associated with the task are cancelled. If the task is then made active again, the cancelled emails remain cancelled.

Dynamically Assigned

Tasks can be dynamically assigned by selecting the Dynamically Assigned option. If a task is dynamically assigned, the task is dynamically assigned to users who meet the specified criteria. If a user leaves the OU, they can no longer access the task. If a user joins the OU during the Task Period, they are automatically assigned the task. Any modifications to the Active or Dynamically Assigned options are not saved until the Save button is clicked.

Task Options

The following options may be available in the Options column:

  • Copy - Select this option to copy the performance review task. See Performance Review Task - Create.
  • View Settings - Select this option to view the settings of the in progress performance review task. See View Performance Review Task Settings.
  • Edit - Depending on the status of the performance review task, the task may be able to be edited. See Review Task - Edit.
  • Add User - Select this option to add users to the performance review task's availability. Additionally, the Dynamically Assigned checkbox must be selected for the task in order for the user to be added to the task.
  • View Task Details - Select this option to view the details of the performance review task. See Performance Review Task Details.
  • Delete - Select this option to delete the performance review task. This option is only available for tasks that have not yet begun. A deleted review cannot be restored.

Administrator are only able to view and administer a task if they are within the Admin Visibility of the task and they have permission to manage performance review tasks. This includes adding users, viewing task details, and editing the task.

Save

Any modifications to the Active or Dynamically Assigned options are not saved until the Save button is clicked.

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic:

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