Deltek Talent Management

Using the Help Search
Using the Help Search
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Launch Appraisals Select Performance Workflow Step

Specify the performance workflow on which to base the appraisal.

Contents

Field Description
Appraisal Source Depending upon your permissions, this step gives you options for selecting a workflow:
  • Most Closely Associated Workflow: If you select this option, multiple tables may display at the bottom of the tab for each of your selected employees. Employees are grouped based on which appraisal will be launched for them, which is the one that most closely matches the employee based on the associations selected at the workflow level (such as Organizational Level, Location, Job, Salary Grade or Employee).
  • Choose a Workflow: If you select Choose a Workflow, you must then select one workflow from a list of all available workflows. When this option is selected all employees are listed in one table.
  • Copy an Appraisal: If you Copy an Appraisal, you then must select from a list of all the current active appraisals for your reports as well as their closed appraisals for the last three years. When this option is selected all employees are listed in one table, as they are all using the same workflow.
Mark Appraisal as Primary Check Mark Appraisal as Primary to use it for reporting and in any other areas of Talent Management where performance scores are referenced.
Appraisal Name Enter a new name for the appraisal. The workflow name populates this field by default.
Previous/Next/Cancel Click Previous to return to the Select Employees step. Click Next to move to the Review step. Click Cancel to exit the launch appraisal process.