12_21_15_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 the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Manager Self Service menu.

   Step 3

4. Click the Performance Management menu.

   Step 4

5. Click the Performance Documents menu.

   Step 5

6. Click the Create Documents menu.

   Step 6

7. 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 7

8. Click the Select checkbox for Cherry Wilson.

   Step 8

9. Click the Select checkbox for Rebecca Crew.

   Step 9

10. Click the Continue button.

    Step 10

11. Click in the Period Begin Date field.

    Step 11

12. a valid value
     e.g.
    Enter
     "01/01/2015"
     into the Period Begin Date field.
    Step 12

13. Click in the Period End Date field.

    Step 13

14. a valid value
     e.g.
    Enter
     "12/31/2015"
     into the Period End Date field.
    Step 14

15. Click the Document Type drop-down list.

    Step 15

16. Click the Annual Performance Appraisal list item.

    Step 16

17. Click the Template drop-down list.

    Step 17

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

    Step 18

19. Click the Create Documents button.

    Step 19

20. 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 20

21. Click the Current Documents link.

    Step 21

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

    Step 22

23. Click the Home link.

    Step 23

24. Click the Sign out link.

    Step 24

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

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