Transferring Performance Documents


Concept

In this topic, you will transfer a performance document to another manager for completion.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "lee.robinson"
     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 Workforce Development menu.

    Step 7

  8. Click the Performance Management menu.

    Step 8

  9. Click the Performance Documents menu.

    Step 9

  10. Click the Administrative Tasks menu.

    Step 10

  11. Click the Transfer Document menu.

    Step 11

  12. The Transfer Document page is used to select the employee and performance document you want to transfer.

    Step 12

  13. Click in the First Name field.

    Step 13

  14. a valid value
     e.g.
    Enter
     "jennifer"
     into the First Name field.

    Step 14

  15. Click in the Last Name field.

    Step 15

  16. a valid value
     e.g.
    Enter
     "northcraft"
     into the Last Name field.

    Step 16

  17. Click the Search button.

    Step 17

  18. Click the check box for Jennifer Northcraft.

    Step 18

  19. Click the Continue button.

    Step 19

  20. Click the Select a Manager link.

    Step 20

  21. Click in the Name field.

    Step 21

  22. a valid value
     e.g.
    Enter
     "connie green"
     into the Name field.

    Step 22

  23. Click the Search button.

    Step 23

  24. Click the CONNIE GREEN option.

    Step 24

  25. Click the OK button.

    Step 25

  26. Notice the "New Manager ID" is CONNIE GREEN.

     

    Clicking the Save button completes the transfer.

    Step 26

  27. Click the Save button.

    Step 27

  28. Click the OK button.

    Step 28

  29. Click the Home link.

    Step 29

  30. Click the Sign out link.

    Step 30

You have completed transferring a performance document to another manager for completion.

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