Creating Performance Documents

In this topic, you will create annual performance appraisal documents for multiple employees.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "lee.robinson"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Workforce Development menu.

   Step 7

8. Click the Performance Management menu.

   Step 8

9. Click the Performance Documents menu.

   Step 9

10. Click the Create Documents menu.

    Step 10

11. Click the Add a New Value tab.

    Step 11

12. Click in the Run Control ID field.

    Step 12

13. a valid value
     e.g.
    Enter
     "AAPD"
     into the Run Control ID field.
    Step 13

14. Click the Add button.

    Step 14

15. Click in the Period Begin Date field.

    Step 15

16. a valid value
     e.g.
    Enter
     "01/01/2015"
     into the Period Begin Date field.
    Step 16

17. Click in the Period End Date field.

    Step 17

18. a valid value
     e.g.
    Enter
     "09/01/2015"
     into the Period End Date field.
    Step 18

19. Click the Document Type drop-down list.

    Step 19

20. Click the Annual Performance Appraisal list item.

    Step 20

21. Click the Template ID drop-down list.

    Step 21

22. Click the Annual Performance Appraisal list item.

    Step 22

23. Click the Manager Selection Method drop-down list.

    Step 23

24. Click the By Reports To Position list item.

    Step 24

25. Click the Employee ID option.

    Step 25

26. Click in the Empl ID field.

    Step 26

27. a valid value
     e.g.
    Enter
     "000000007"
     into the Empl ID field.
    Step 27

28. Click the Add a new row button (+).

    Step 28

29. Click in the Empl ID field.

    Step 29

30. a valid value
     e.g.
    Enter
     "000001252"
     into the Empl ID field.
    Step 30

31. Click the Add a new row button (+).

    Step 31

32. Click in the Empl ID field.

    Step 32

33. a valid value
     e.g.
    Enter
     "000000842"
     into the Empl ID field.
    Step 33

34. Click the Run button.

    Step 34

35. Click the Server Name drop-down list.

    Step 35

36. Click the PSUNX list item.

    Step 36

37. Click the OK button.

    Step 37

38. Click the Home link.

    Step 38

39. Click the Sign out link.

    Step 39

You have completed creating annual performance appraisal documents for multiple employees.

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