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. All changes made will update any appraisals based on the workflow, including launched appraisals that have not yet reached the assessment phase. If an appraisal has multiple assessment phases, edits flow through to launched appraisals prior to the first assessment phase. All changes made are processed at the end of the day, when the associated Workflow is updated.
  4. Perform the steps in the multi-step wizard for each of the following steps:

    • 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.