Create a Performance Item

The Performance Item contains the Performance Questionnaire, as well as any regular schedule settings and notifications for assignment to staff.

1. Select Menu > Performance Management > Performance Items.

2. Select New. In the Performance Item screen enter the Name of the performance item.

a. Enter the Description of the performance item.
b. Select the Questionnaire to associate with the performance item.
c. Select Self assess (for the employee(s) to complete the performance questionnaire).
d. Select Manager(s) assess (for the employee’s manager(s) to complete the questionnaire).
e. Choose a predetermined permission group by selecting the dropdown option by Permissions.

i. To set permissions without a predetermined permission group select Change.

1. Search for the desired Group, Business Unit, Job Classification, Role and/or Employee.

2. Select Add to add your selection to the desired section.

“Who can edit this performance item?” – will limit the employees who have access to modify the Performance Item itself.
“Who is this performance item targeted to?” – will dictate the group of employees automatically assigned the Performance Item through the schedule.
“Who can manage employee information for this performance item?” - will limit visibility of the item and results only to identified groups/ individuals. Without selecting particular individuals/roles, the employee’s manager and indirect manager will be able to see Performance results based on your organization’s reporting structure.

                    3. Select X.

f. In the Supporting Documents section select New to add a file to the performance item.
g. Select Apply.

3. In the Schedule section, select whether the Performance Item will be manually assigned, or automatically assigned to new employees based on their start date:

a. Set the Initially Due details (if applicable).

For example, some organizations conduct an initial 6-month review, before moving to a yearly appraisal.

b. Set the Due criteria for the performance item.

i. Performance items can be due within a certain timeframe from assignment. This selection is often used when employees are automatically assigned the item based on start date.
ii. Annual performance reviews can be due on a particular date each year.
iii. Performance reviews that are manually assigned may not need a due date in this schedule, as it will be set at the time of assignment.

c. Select Automatically re-assign the performance item to the employee if you wish for the performance item to recur.
d. Select Apply.

4. In the Notification section, set the Employee and Manager(s) email notifications.

a. Enter the Subject of the message.
b. Enter the context of the Message.

i. In addition to the notification employees will receive when a performance evaluation is ready to be started, these additional messages can also be sent:

1. Send a reminder # days before the due date
2. Send a past due message if the evaluation is not complete by the due date
3. Send a completion message once the performance evaluation is complete

5. Select Done.