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

Select Notification Options and Template

Set the schedule for appraisals following this workflow and specify options for notifications related to an appraisal.

To select the following notification options and what template to use:

  1. Select one of the following options:
    • No Schedule: Selecting this type disables the available actions in the table. Any appraisal following this performance workflow will require the manager to manually move the appraisal from phase to phase until its completion.
    • Calendar: Selecting this type enables the Manual Phase radio button in the Scheduled column of the table. Clicking the Scheduled Phase radio button for any phase enables the following options for that row:

      • Drop-down lists for month and day values in the End Date column

      • Check boxes to enable notifications for Manager and Employee

      • Text box in the Advance Notifications column to indicate the number of days before an advanced notification is sent. This field must contain a positive integer if either Employee or Manager is selected to receive an advanced notification.

    • Original Date of Hire (Anniversary): Selecting this type sets the employee's date of hire as the basis for the assessment schedule. The End Date column displays a text field to type a positive integer for the Days after Hire field. This allows administrators to select how many days after the employee's hire date a specific phase ends and changes to the next phase.
    • Date of Hire for Current Position (Anniversary): Selecting this type sets the employee's date of hire in his or her current position as the basis for the assessment schedule. The End Date column displays a text field to type a positive integer for the Days after Hire field. This allows the administrator to select how many days after the employee's hire date to his or her current position that a specific phase ends and changes to the next phase.