Performance Module

View learning aids that explain how to configure the Performance module and how to work with the appraisal and assessment , goal management, continuous feedback, and employee recognition processes.

Use the following Quick Steps , Click Guide , and Video links to navigate to the learning aids that you want to explore.

	Type	Title	Description
General Performance Configuration		My Employees Performance Screen	Managers monitor the performance of their direct reports from the My Employees Performance screen. Here you can view and manage appraisals, career paths, development plans, and classes.
		Talent Management Performance for Administrators- Functional Reference Guide	Administrators learn about all Administration features used to configure the Performance module. For detailed instructions on individual Administrative options, find a collection of learning aids that cover all Talent Management modules on the Learning Aid landing page.
		Project Metrics	Managers learn about project roles, applying skills and competencies to those project roles, and creating dynamic project appraisal workflows.
Appraisal and Assessment Process		Talent Management Performance for Managers- Functional Reference Guide	Performance managers learn about screens and functions such as My Employees and Creating Appraisals. For additional instructions, find a collection of learning aids on the Performance Module Learning Aid topic.
		Appraisal Administration	Administrators view and manage appraisals for all the employees in Talent Management on the Appraisal Administration screen. The screen indicates who has appraisals and who does not, and provides access to functions such as viewing, launching, cancelling, deleting, and reactivating or re-opening appraisals, bulk actions such as bulk launching appraisals and bulk closing appraisals, reassigning appraisals, and sending employees a letter.
		Reassign Appraisals	Administrators learn how to reassign appraisals individually or in bulk.
		Manage Appraisals	Administrators get an overview of general administration tasks on the Appraisal Administration screen, such as reassigning, copying, deleting, printing, and reactivating/re-opening a cancelled/closed appraisal.
		Administrators Launch Single Appraisals	Administrators launch individual appraisals for employees.
		Bulk Appraisal Actions	Administrators learn about Bulk Appraisal Actions available on the Appraisal Administration screen, such as Bulk Close, Bulk Launch, and Batch Workflow Update.
		Send Employees Letters from Appraisal Administration Screen	Administrators learn how to send employee letters using templates, or create one-off letters from the Send Employees a Letter screen.
		Appraisal Overview	An appraisal includes many parts and actions available depending on your role as well as the Performance Workflow configuration.
		Appraisal Workflows	Administrators use workflows to automate several functions of the employee appraisal process. Creating a workflow involves a 11-step wizard that includes choosing content, the scale used, which phases are involved, and scheduling events.
		Scoring Appraisals	Employees and Managers enter appraisal scores. Scoring occurs during the Assessment and Review phases of an appraisal.
		Configure Default Appraisal Print Settings	Administrators learn how to turn on the Global Print View Configuration feature in Talent Management, and how to configure default appraisal print settings.
		Configure Appraisal User Print Settings	Administrators learn how to enable the Appraisal Users Print View Configuration feature, and users see how to define their own default print settings.
		Competencies	Administrators manage Competencies (Behaviors, traits or knowledge), and Competencies categories, which are used to help match candidates to positions, to provide a basis for appraisal ratings, and to help employees succeed in reaching career goals.
		Skills	Administrators manage Skills (developed through training and experience) and Skills categories, which are used to match candidates to positions and provide a basis for appraisal ratings.
		Acknowledging & Endorsing Skills and Competencies	Managers approve and endorse skills and competencies that have been added to a direct report's Total Talent Profile. Approval and endorsement can be accessed via two different methods: My Employees page and the widget, New Skills and Competencies.
		360 Workflows	Administrators use 360 Workflows Templates to configure several sections for a 360 assessment.
		Launch 360 Assessments as an Administrator	These steps take you through launching an individual 360 assessment as an Administrator or Human Resources Business Partner. HRBP users see only those employees to which they are associated.
		Bulk Launch 360 Assessments	Administrators and Human Resources Business Partners with proper permissions can launch 360 Appraisals in bulk on the 360s Administration screen. HRBP users see only those employees to which they are associated.
		Launch 360 Assessments as a Manager	Managers follow these steps to launch a 360 assessment for a direct report. The steps you see depend on the workflow template selected. 360 assessments allow peers and outside individuals, such as vendors, to evaluate employee performance.
		Review Results of 360 Assessment	After Participants have rated an employee, the employee’s manager moves the 360 assessment through assessment and review phases, and on to completion.
Goal Management		Goals in Appraisals
		Add Goals to an Appraisal via Performance Workflow	Administrators learn how to create a goal in the Goals Library and add it to an appraisal via a performance workflow.
		Bring an Employee Goal into an Appraisal	Administrators learn how to bring an employee goal into an appraisal.
		Add Goals within an Appraisal	Managers learn how to add a goal to an appraisal.
		Employee Goals
		Create Employee Goals	Employees and managers learn how to create employee goals via continuous employee goal management.
		Talent Management Performance for Employees- Functional Reference Guide	Performance employees learn about screens and functions such as My Appraisals, Employee Recognition and Continuous Feedback. For additional instructions, find a collection of learning aids on the Performance Module Learning Aid topic.
Continuous Feedback		Continuous Feedback	Employees and Managers navigate to the Continuous Feedback feature, create and accept a meeting session, edit, delete, or add participants to a session, send messages in a session, sign-off and complete a session, and add the Continuous Feedback Widget to the Dashboard.
Employee Recognition		Give Employee Recognition	You can recognize the work of any employee at any time on the Give Recognition tab of the Employee Recognition Screen. Employee Recognition and the Employee Recognition Page sub-feature must be enabled before Employee Recognition displays on the Performance menu.
		Badge Recognition	Administrators create, edit, delete, and manage badges that align with the types of performance and values important to your company. Employees select badges when giving recognition.
		Manage Employee Recognition Public Tab	The Public Employee Recognition feature is one of four sub-features of the Employee Recognition feature. To manage Public recognitions, the Public Employee Recognition and Employee Recognition Deletion features must be enabled.