Administrator Topic

QUICK START GUIDE - Form Section - Development Plan

  • Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
  • The Form Section Quick Start Guide covers the creation of the available form sections to be used in a Performance review task.

PERMISSIONS REQUIRED AND PAGE ACCESS

ASSIGN PERMISSION Performance Review Form Sections - Manage
GO TO Admin > Tools > Performance Management > Form Sections > Create Review Section

 

BEST PRACTICES FOR Form sections

  1. [define review sections
  1. Name
  • Name your Development Plan form something that will be easily identifiable when bringing into a Performance Task.
  • Select Development Plan for the Section Type.
  1. Details
  • Directions: Enter directions that will appear to end users at the top of the performance review section within the Performance Task. HTML can be used to highlight important instructions.
  • Leverage tags to pull in relevant information.
  • Categories should be used to organize multiple sections for easy identification for future use.

 

  1. [development plan options
  1. Settings
  • Select if the development plan created during the performance review will be added to the Reviewee’s Primary Development Plan or if a new Development Plan is created.
  • If the reviewee does not have a Primary Development Plan, one will be created if that option is checked.

BEST PRACTICES FOR POST CONFIGURATION

GO TO Admin > Tools > Performance Management > Tasks)
View in Test Task Create a TEST task and place the Development Plan Section into your workflow to see how it displays and functions to the end user.

 

Last Published: 9/10/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand