Performance Management | Mass Template Attachment Utility

Performance Management | Mass Template Attachment Utility

Overview

The Mass Template Attachment Utility screen is used to activate the review process for all employees who have approved KPI’s.

Edition

Alert
This feature is available on Premier and Master editions
Navigate > Config > Human Resources > Performance Management > Mass Template Attachment Utility

Details

Once the KPA’s and KPI’s have been processed and mutually approved by the manager and the employee, the review process can commence. This process is activated by the Company Level User and can be executed in bulk or for an individual employee.

To activate the review in bulk, the Mass Template Attachment Utility is used.

The Mass Template Attachment Utility screen
      

Field Explanations

Important Comment
Info
No evaluations will be sent to reviewers of employees with unapproved KPI’s. If the KPI’s are subsequently approved, the Company Level User can re-run the mass attachment process. This will result in evaluations being sent to reviewers who were not previously covered.

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