Introduction

This article tells you how to create a new performance management document

1. Prerequisites
2. Adding a document
3. Managing an existing document
   1. Deleting
   2. Archiving
   3. Moving to another step

Prerequisites

Before you can create a new performance document, the following needs to have been created:

• A document template must have been set up.

Adding a document

• Go to Admin
• Go to the section Performance management and choose Manage documents
• Click on Add document
• In the field Version select the correct document template
• Fill in the name of one or more employees
• Fill in the period -> Date from and Date to
• Click Save
• The document now will be visible for the different stakeholders as defined in the document template (e.g. employee, manager, etc.)

Managing existing documents

Deleting a document

• Go to Admin
• Go to the section Performance management and choose Manage documents
• Search for the document you want to manage by using the filters in the search bar
• Check the checkbox of the document(s) you want to delete and click Delete selected documents.

Archiving a document

• Go to Admin
• Go to the section Performance management and choose Manage documents
• Search for the document you want to manage by using the filters in the search bar
• Click on Select in front of the document you want to archive.
• Go to the field Status and click on Archive document

Changing the step of the document

• Go to Admin
• Go to the section Performance management and choose Manage documents
• Search for the document you want to manage by using the filters in the search bar
• Click on Select in front of the document
• In the field Step click on Change step
• Choose the correct step. You can only select the previous or the next step. If you want to skip 2 steps, you first need to put it to the next step and then again to the next step.
  E.g. Your cycle has three steps: Objectives, Mid year review, End evaluation. If the document is in step objectives and you want to move it to End Evaluation, then you will first need to move it ot Mid year review and then change the step again to End evaluation. 
• When you change the document to a previous step, you will lose the information entered in the current step. e.g. You have already filled in scores in the step Mid year review and then you put the step back to Objectives, then your scores will be lost.
• When you change a document to a previous step, the document will need to be signed again in that step. 
• When you change a document to a next step, the information - that was already saved in that step - remains. No data will be deleted or lost. The document will simply be set to the next step, without signature(s) from the previous step.
• When all parties have signed, a document is moved automatically to the next step. e.g. From Objectieves to Mid year. But after signing they decide that changes need to made in the step objective, then you can put the document back to the previous step. This will reopen the document in the step objectives, changes can be made and the document needs to be signed again.

Remove signature

• Suppose the document needs to be signed by supervisor and employee and the supervisor has already signed. Once someone has signed, it is no longer possible to change the document. To remove the supervisor's signature take the following steps
  • Go to Admin
  • Go to the Performance management section and choose Manage Documents
  • Search for the document you want to manage using the filters in the search bar
  • Click Select to choose the right document
  • In the Step field, click Change step
  • Choose the same step the document is currently in and click save. So do not move a step forward or backward, but choose the same step.