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How to Launch Off-Cycle Task

How to Launch Off-Cycle Task

  • Ready for review

    • On this page

    Launch Off-Cycle (Review/Employee Competency Assessment)

    1. To get started go to Performance → Performance Documents → Launch Review

    2. Next, select who the review is for, select Someone else, and click on the User field to select the user.

    3. The Select User window will populate. Click on the name of the employee to add them to the review.

    Screenshot of the Select User window listing employees, enabling selection of the user for whom to launch the review

     

    1. Next, select the type of form you would like to use.

      • Off-Cycle Review 20XX-20XX

      • Off-Cycle Competency Assessment

    Interface showing dropdown menu for selecting the type of review form (Off-Cycle Review or Off-Cycle Competency Assessment)

    1. Complete the required fields for the review: Title/Reason, Expiration Date, and the Review Period.

    2. Click Launch to generate the Task.

    Form fields for launching the off-cycle review Title Reason, Expiration Date, and Review Period, with a Launch button

     

    1. You will be re-directed to the Performance Document Task Summary page to launch the off-cycle review.

    2. Finally, click on the title link of the document to launch the task.

    The off-cycle review and SHRA Competency Assessment task has only two steps.

    1. Manager enters review.

    2. Employee acknowledgement.

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