Schedule a Performance Review

Manually scheduling a Performance Item provides the ability to select specific start and end dates or to schedule the performance based on the pre-set Performance Item schedule.

1. Select Menu > Performance Management > Performance Manager.

2. Select Schedule.

3. Select the desired Performance Item.

4. If there is no schedule outlined in the performance item, set the specific Start and Due dates.

5. In the Schedule performance items for section select Add.

a. In the Search by section select the desired employees to receive the performance item by Name, Role, Job Classification, Business Unit and/or Group.
b. In the Or Choose section select the desired employees to receive the performance item by My Direct Reports and or My Direct and Indirect Reports.
c. Select Add.

i. Select Who does this include? to view the names of employees included in the desired section.

d. Select Done.

6. Select Done.

7. A confirmation window will appear confirming the performance item is being scheduled. Select OK.