Performance Documents - Task Summary

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The Performance Document Task Summary page enables employees and managers to view the performance reviews that are assigned to them as well as the performance reviews in which they are the reviewee. The Performance Review section is divided into two tabbed sections: My Assigned Reviews and My Personal Reviews.

To access the Performance Document Task Summary page, hover over Performance and click on Performance Documents.

Open

My Assigned Reviews

My Assigned Reviews displays pending tasks and if there is more than one step in the task the status remains In Progress until all steps are completed.

Co-planners can access reviews in My Assigned Reviews and view status of additional task.

To search for a review, enter the review title in the Title field and click SEARCH. You can also use the following filters to search for specific types of reviews:

• Not Started

• In Progress

• Completed

• Incomplete

• Expired

Open

The Review table displays the following information for each review:

• Title - The review title. For off-cycle reviews, the task name is also displayed in parenthesis after the review title. Click the review title to launch the review.

• Status - The status of the task, but not every step within the task. For example, if there is more than one step in the task and one of the steps is completed then the status remains In Progress until all steps are completed.

• Start Date - The review start date.

• Due Date - The review end date.

If you only want to see your tasks that are still pending action, you can view those on the My Actions page and filter by "Performance Reviews".

My Personal Reviews

The My Personal Review tab displays your performance document history. The table displays the following information for each review:

• Review - The review title. For off-cycle reviews, the task name is also displayed in parenthesis after the review title. Click the review title to launch the review.

• Review Period

• Start Date

• Completion Date - The review completion date. If the review is not yet complete, N/A is displayed.

• Task Status - The status of the review.

• Rating - The rating received from the review. If review rating is not displayed to the user, as determined via review task settings, then "No Rating" is displayed. If the review is not yet complete, N/A is displayed.

• Attachments - If a review is complete or expired and at least one file is attached to the review, then the attachments can be downloaded by clicking the Attachment icon. This opens the Open Attachments pop-up, which displays all of the available attachments. Click the attachment title to download the attachment.