Performance Guide

Version: R2026.1.1
Last Edition: 2026-05-19

About the Performance Guide
Getting Started with Performance
Introduction to Performance
How to Read This Guide
Change Column Settings
Administrator and Manager Experience
Overview of Employee Access
Goal Management
Performance > Goals Overview
Team Goals
My Goals
Organizational Goals
Draft Goals
View Goal Status
Monitor Goal Risk
Goal Settings
Create Goals
Localize Goals
Work on Goals
Update Goal Progress
Add and View Goal Conversations
Take Actions on Goals
Copy Goals
Edit Goals
Overview of Assigning Employees to Goals
Assign Employees to Goals
Unassign Employees from Goals
Deactivate Goals
Delete Goals
Goal Alignment
Create Aligned Goals
Align Existing Goals
Unalign Goals
Goal Tasks
Add Goal Tasks
Localize Tasks
Add or Edit Tasks for Existing Goals
Copy Goal Tasks
View Tasks and Update Status
Tasks in Reviews
Share Goals
Align Personal Goals with Shared Goals
Filter Shared Goals
Generate Goal Reports
Competency Management
Your Organization’s Competencies
Assign and Unassign Employees to Competencies
Your Team’s Competencies
Assign and Unassign Competencies to Employees
Export Competency Data
Performance Reviews
Overview of Performance Reviews
Performance Review Components
View Your Team Reviews
Team Reviews Columns
Review Status
Filter Team Reviews
Manager Review
Complete the Manager Review
Add Individual Weights to Goals, Competencies, and Development Plans
Rate and Comment on Goals, Competencies, and Development Plans
Approval Process
Submit the Review
Pending Approval Step
Review Form Pending Approval
Form Sent to Approvers
Form Approval
After Approval
Review Rejected
Reopen Review Steps (Manager)
Reopen and Close Review Steps (Administrator)
Reopen Review Steps
Close Review Steps
View Force Route History
Review Sign Off
Sign Off on the Review
Add Attachments to Reviews
Peer Reviews
Send Peer Review Invitations
Approve Peer Review Invitations
Complete Peer Reviews
View Peer Reviews
Print Reviews
Print a Review Form
View Performance Records
Reference Information for Performance Reviews
How Review Form Ratings Are Calculated
How Goals Are Populated into the Review Form
Review Experience for Non-Direct Managers and Administrators
Calibration Sessions
How Calibration Sessions Work
Create Calibration Sessions
Add Employees to Calibration Sessions
Take Actions for Calibration Sessions
Review Employees on a Calibration Board
Conversations
Tag Employees in Conversations
Tag Keywords in Conversations
Set Conversation Visibility
Add Conversation Categories
Like Conversations or Comments
Reply to Conversations and Comments
Filter Conversations
Sort Conversations
Delete Comments in Conversations
Performance Reports
Employee Experience
Overview Tab
Review Cycles Section
Goals Section
Competencies Section
Conversations Section
Goal Management
Overview of Goal Tabs
Goal Settings
Create Goals
Work on Goals
Update Goal Progress
Add and View Goal Conversations
Take Action on Goals
Goal Alignment
Create Aligned Goals
Align Existing Goals
Unalign Goals
Share Goals
Align Personal Goals with Shared Goals
Filter Shared Goals
Competency Management
View Your Competencies
View Competency Ratings
Assignment Type
View Competency Details
Competency Conversations and Comments
Filter Competencies
Export Competencies to a Spreadsheet
Performance Reviews
Overview of Performance Reviews
Performance Review Components
View Your Reviews
Complete Your Self Review
Rate and Comment on Goals, Competencies, and Development Plans
Performance Review Approval Process
Approval Process for Self Review
Approval Process for Manager Review
Sign Off on Your Review
Peer Reviews
Send Peer Review Invitations
Complete Peer Reviews
View Peer Reviews
Print Reviews
Conversations
Tag Employees in Conversations
Tag Keywords in Conversations
Set Conversation Visibility
Add Conversation Categories
Like Conversations or Comments
Reply to Conversations and Comments
Sort Conversations
Delete Comments in Conversations
Filter Conversations
Performance Notifications
Set Notification Preferences
Pervasive Learning in Performance
Performance Development Plans
Create Development Plans in Performance
Detail Fields for Development Plans in Performance
Add Activities to Development Plans in Performance
Add Learning to Development Plan Activities in Performance
Take Actions for Development Plans in Performance
Performance Configuration
Assign Performance Role Features
Performance
Performance Setup
Rating Scale
Performance Admin Authority
Assign Performance Admin Authority
Rating Scale Setup
Add Rating Scales
Add Rating Scale Values Manually
Generate Rating Scale Values Automatically
Calibration Setup
Competency Setup
Competency Configuration
Add Competencies
Add New Competencies
Edit or Unassign Competencies
Delete Competencies
Add Behaviors to Competencies
Overview of Assigning Jobs and Job Assignments
Assign Jobs and Job Assignments to Competencies
Filter Competencies
Competency Categories
Create Competency Categories
Edit Competency Categories
Delete Competency Categories
Conversation Setup
Create Conversation Categories
Development Plan Setup
Configure Development Plan Purposes
Localize Development Plan Purposes
Configure Development Plan Detail Fields
Goal Setup
Goal Form Configuration
Goal Form Fields
Overview of Start Date and Due Date
Enable Goal Tasks
Configure Goal Form Fields
Goal Form Configuration and Existing Goals
Team Goals Default View
Goal Categories
Review Setup
Additional Questions
Additional Questions Tab Overview
Answer Types
Create Questions
Peer Types
Create Peer Types
Review Cycles
Add Review Cycles
Copy Review Cycles
Set Calibration as Required for Review Cycles
Add Sections to the Review Cycle
Section Rating Scales
Individual Weights
Add Goal Sections
Add Competency Sections
Add Additional Question Sections
Add Overall Comment Sections
Add Development Plan Sections
Schedule Review Cycles and Review Steps
Schedule Focal Reviews
Schedule New Hire Reviews
Schedule Anniversary Reviews
Schedule Periodic Reviews
Localize Review Steps
Configure Peer Reviews
Peer Review Settings
Localize Peer Review Instructions
Define Approval Processes
Manage Employee Eligibility
Manually Add Employees to the Eligibility List
Filter the Employee List
Save Favorite Filters and Lists
Add Employees to the Eligibility List Using Qualifiers
Define Employee Eligibility
Add and Remove Columns in the Eligibility List
Filter the Eligibility List
Manage Employee Assignment
Manually Add Employees to the Assigned Employees List
Add and Remove Columns in the Assigned Employees List
Filter the Assigned Employees List
Add Additional Reviewers
View Additional Reviewers
Edit Additional Reviewers
Preview and Publish Review Cycles
Export Review Cycle Eligibility and Assignments
Update Review Cycle Configuration
Delete Review Cycles
Pervasive Learning Setup
Approval Process Configuration
Workflow Configuration
Preconfigured Workflows
Routing to Approvers
Define Routing Recipients
Observing Class Notification Node
Notification Node
Routing Back to Submitter
(Optional) Exclude the Resubmit Stage
Review Cycle Field
Assign Workflows to the Review Form
Performance Background Jobs
Initiate Review Notification
Performance Peer Invite Notification
Performance Review Activated Notification - Adhoc
Performance Review Statistics Update - Adhoc
Performance User Profile Job
Performance – Process Scheduled Reviews
Update Performance Security Cache
Performance Notifications
Performance Notifications for Starting Reviews
Performance Logo and Company Name
Appendix: Performance Notifications
Performance Management - Calibration Notifications
Calibration Session Creation - Admin
Calibration Session Creation - Participant
Performance Management - Conversations Notifications
Performance Conversation on Goal, Competency, or DevPlan
Performance Conversation Post
Performance Management - Goals and Competencies Notifications
Performance Goal or Competency Assignment
Performance Goal or Competency Detail Change
Performance Goal Progress Change
Performance Goal Shared
Performance Goal Status
Performance Management - Reviews Notifications
Performance Peer Review
Performance Peer Review Request
Performance Review Activation
Performance Review Next Step
Performance Review Re-Opened
Performance Review User Action Submission
Performance Review Weight Change

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