Transferring Performance Documents

In this topic you will go through the steps to transfer a performance document to another manager.

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 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 the checkbox for Cherry Wilson Annual Performance Appraisal 01/01/2015.

    Step 13

14. Click the Vertical scrollbar to navigate down the page.

    Step 14

15. Click the Continue button.

    Step 15

16. Click the Select a Manager link.

    Step 16

17. Click in the Name field.

    Step 17

18. a valid value
     e.g.
    Enter
     "connie"
     into the Name field.
    Step 18

19. Click in the Last Name field.

    Step 19

20. a valid value
     e.g.
    Enter
     "green"
     into the Last Name field.
    Step 20

21. Click the Search button.

    Step 21

22. Click the CONNIE GREEN option.

    Step 22

23. Click the OK button.

    Step 23

24. Clicking the Save button completes the transfer to the new manager you have selected.

    Step 24

25. Click the Save button.

    Step 25

26. Click the OK button.

    Step 26

27. Click the Home link.

    Step 27

28. Click the Sign out link.

    Step 28

You have completed the steps to transfer a performance document to another manager.

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