Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create/Edit a New Workflow

Follow these steps to create a new workflow, or to edit a workflow.

To create new workflows:

  1. Click to display the Administration screen.
  2. In the Performance > Appraisals section, click Workflows.
  3. On the Workflows screen, click Create New Workflow.
    Note: You can edit a workflow at any time by clicking the Edit icon in the Actions menu for any workflow listed. If active appraisals are associated with this workflow, you will be prompted whether to push these changes to open appraisals in their initial planning phase. If changes are applied, any content such as competencies, skills, or goals that have been added manually after launch will not be retained in open appraisals in the planning phase. Appraisals in any other phase will be unaffected by your selection here. Select one of the following options:
    • OK: Updates workflow AND open appraisals in planning phase.
    • CANCEL: Updates workflow only.
  4. Perform the steps in the multi-step wizard for each of the following steps. After each step, click Finish Later or click Next to move on to the next step:

    • Step 1: Identification

    • Step 2: Categories

    • Step 3: Content

    • Step 4: Scale

    • Step 5: Phases

    • Step 6: Configuration

    • Step 7: Appraisers

    • Step 8: Approvals

    • Step 9 Approval Order

    • Step 10: Scheduling

    • Step 11: Review

  5. When done, click Finish.