Creating Performance Documents by Groups

In this topic you will go through the steps to create performance documents for multiple employees simultaneously.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "deborah.kiel"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Performance Management menu.

   Step 8

9. Click the Performance Documents menu.

   Step 9

10. Click the Create Documents menu.

    Step 10

11. The Create Documents page lists the employees for which you are manager. You use this page to select the employees you want to create performance documents for.

    Step 11

12. Click the Select checkbox for Cherry Wilson.

    Step 12

13. Click the Select checkbox for Rebecca Crew.

    Step 13

14. Click the Continue button.

    Step 14

15. Click in the Period Begin Date field.

    Step 15

16. a valid value
     e.g.
    Enter
     "01/01/2015"
     into the Period Begin Date field.
    Step 16

17. Click in the Period End Date field.

    Step 17

18. a valid value
     e.g.
    Enter
     "12/31/2015"
     into the Period End Date field.
    Step 18

19. Click the Document Type drop-down list.

    Step 19

20. Click the Annual Performance Appraisal list item.

    Step 20

21. Click the Template drop-down list.

    Step 21

22. Click the Annual Perform Appraisal- Empl list item.

    Step 22

23. Click the Create Documents button.

    Step 23

24. Notice the performance document was created for Cherry but not Rebecca.

     

    A document had already been created for Rebecca so a duplicate was not generated.

    Step 24

25. Click the Current Documents link.

    Step 25

26. Notice the document that was successfully created can now be seen listed on the Current Documents page.

    Step 26

27. Click the Home link.

    Step 27

28. Click the Sign out link.

    Step 28

You have completed the steps to create performance documents for a group of employees.

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