Add or Modify Phase Type

Add, rename, delete, and reorganize phase type.

To add, rename, delete, and reorganize phase type:

1. Click to add a phase type to the Workflow Phases table.

   Continue adding phase types to the workflow until you have included all the types necessary for the workflow. Adding a phase type does not remove that type from the Phase Types table since you can add a phase type to a workflow more than once. For example, if your organization wants to include a mid-year performance phase and an end of the year performance phase, the workflow will accommodate that process.

2. In the text box next in the Phase Name column, enter a new name to rename the phase if you want it to more closely match the terminology used in your organization. This is particularly useful in distinguishing repeat phases.
3. Click to delete a phase type from the workflow.
4. To change the order of items, click the left corner of the row that

   The order of phases in the Workflow Phases table is the order in which the phases will display in the appraisal.

5. Drag the row to the new position and drop.
6. Click Next.