12_21_15_Transferring Performance Documents

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

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 Administrative Tasks menu.

   Step 6

7. Click the Transfer Document menu.

   Step 7

8. The Transfer Document page is used to select the employee's performance document(s) to be transferred.

   Step 8

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

   Step 9

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

    Step 10

11. Click the Continue button.

    Step 11

12. Click the Select a Manager link.

    Step 12

13. Click in the Name field.

    Step 13

14. a valid value
     e.g.
    Enter
     "connie"
     into the Name field.
    Step 14

15. Click in the Last Name field.

    Step 15

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

17. Click the Search button.

    Step 17

18. Click the CONNIE GREEN option.

    Step 18

19. Click the OK button.

    Step 19

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

    Step 20

21. Click the Save button.

    Step 21

22. Click the OK button.

    Step 22

23. Click the Home link.

    Step 23

24. Click the Sign out link.

    Step 24

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

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