Step 1: Identification

This step is for naming the workflow, selecting the workflow type, and defining the associations that will help match employees to the workflow.

Associations help Talent Management identify which performance workflow to implement when you launch an appraisal for an employee. Workflows can be as specific (for example: job type, job title, or employee name) or as general (for example: first tier organizational level) as your organization needs. If no associations are selected, the performance workflow is designated as company-wide.