2. Set up the performance process flow and the review period.
1.Create performance process flows to include tasks for the manager and worker
rating the worker for the annual and quarterly evaluations and the project
evaluations. You can use the same process flow for both.
2.Create the sections required by the process flow, including at least these three
sections:
1.Profile Content (Competencies)
2.Performance Goals or Development Goals
3.Overall Summary
3.Create a review period to use in all performance document periods.
4. Step 1: Click on the review periods to define the period of evaluation
Step 2: Click on the ‘Create Review Period’
Step 3: Enter Review Period Name
Set Status as ‘Active’
Enter Start and End Date for the Review period
Step 4: Click on “Save and Close”
7. Step 1: Click on the Performance Process flows
Step2: Enter the Name of the Performance flow
Enter from and to date
Select the Required tasks involved in the Performance review
8. Note: “Tasks” are evaluation steps that are carried out in
sequential order during the performance review