How do I change the end date for an Evaluation Process?

This feature is available on the Premier and Master payroll edition.

The Evaluation Process Screen is used to create and maintain an Evaluation Process. Each Evaluation Process is linked to a Process Type. Typically, many Evaluation Processes with different start and end dates will be created over time for a Process Type. This will result in the KPA’s and KPI’s from the previous Evaluation Process to remain active and editable by the employee or the manager for the next review process (Should the company make use of KPA's and KPI's). The dates can be amended on the Evaluation Process screen.

      Navigate > Configuration > Human Resources > Performance Management > Evaluation Processes

Step 1: Select the relevant performance review.

      

Step 2: Change the end date and update the evaluation process.

      

      

The dates of an Evaluation Process linked to the same Process Type cannot overlap.

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