Identify the Workflow
Enter information to define the workflow, such as name, description, and associations that will help match the workflow to employees.
To identify the workflow:
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Complete the following fields:
Field Description Name Enter the name of workflow. This is a required field for the Identification step. The name that you enter here is displayed to a manager when performance workflow options are shown. Deltek recommends that you select a name that clearly identifies the workflow with the appraisal you are designing (for example, if the appraisal is designed specifically for accounting clerks, you might name the workflow, Accounting Clerks Appraisal).
Because performance workflows can be submitted to participants outside of an employee’s working area or outside of the corporation, labeling the workflow appropriately assists the manager in knowing which workflow he or she should use.
Scale Indicate the scale to use to assess the employee. Allow Employees to Nominate Participants Select this check box to allow employees to suggest other participants for the 360 assessment to their manager. The manager makes the final determination whether or not to include the nominated participant. Description Provide more information about the workflow and the employees for which it is intended in this field. As with DHTML editors throughout the application, style and editing options such as bold text and bullets, as well as copy and paste functions, are enabled once the user clicks this field. Associations Select from the organizational hierarchy. The selections you make here determine which employees are matched with which performance workflow. Associations include: - Company/Division
- Location Group
- Location
- Job Family
- Job Role
- Job Classification
- Salary Grade
- Job Title
- Employees
- Click Next.