If JavaScript is disabled, please continue to the
sitemap
.
Infor HR Talent Performance Management User Guide
Home
Home
Back
Back
Forward
Forward
Search
Help
Copy URL
PDF
Print this page
Help
Help
Copy URL
Copy URL
Topic URL copied to clipboard
PDF
PDF
Print
Hide the Table of Contents
Show the Table of Contents
Performance Management overview
Before you start
Performance Management roles
Performance Management integration with other Infor HR Talent applications
Appraisal component setup
Performance appraisal components
Appraisal notifications
Email templates
Defining appraisal email templates
Configuring your organization for appraisal notifications and other settings
Configuring the appraisal period
Configuring details
Configuring email automation
Configuring next step instructions
Viewing calculation method details
Creating reminders for appraisals that are due soon
Creating reminders for overdue appraisals
Appraisal text
Defining appraisal text for resource appraisals at the organization level
Editing appraisal text at the organization level
Appraisal rating scales and rater types
Defining rating scales for performance appraisals
Defining rater types
Appraisal criteria
Defining appraisal criteria
Defining appraisal criteria groups
Appraisal forms
Performance appraisal score calculation
Percent normalization calculation
Goal section calculation
Position section calculation (weighted responsibilities not used)
Position section calculation (weighted responsibilities, responsibilities used as measurement level)
Position section calculation (weighted responsibilities, duties used as measurement level)
Competency model section calculation: weight specified at the section level
Competency model section calculation: weight specified at the competency group level
Criteria section calculation
Third-party section calculation
Section display on summary page (text and graphic)
Overall appraisal score calculation and display
Linear normalization calculation
Goal section calculation
Position section calculation (weighted responsibilities not used)
Position section calculation (weighted responsibilities, responsibilities used as measurement level)
Position section calculation (weighted responsibilities, duties used as measurement level)
Competency model section calculation: weight specified at the section level
Competency model section calculation: weight specified at the competency group level
Criteria section calculation
Third-party section calculation
Section display on summary page (text and graphic)
Overall appraisal score calculation and display
Defining appraisal forms
Defining rules for appraisal forms
Defining schedules for appraisal forms
Defining appraisal text for appraisal forms
Defining email automation for appraisal forms
Adding sections to appraisal forms
Defining print sequences for form sections
Selecting the applicable roles for form sections
Assigning weight to form sections
Adjusting responsibility weights
Previewing appraisal forms
Copying appraisal forms
Impact of changes to criteria sections on associated appraisal forms
Appraisal form sections
Resource talent profile update
Defining header sections
Defining resource sections
Defining criteria sections
Defining goal sections
Defining future goal sections
Defining completed activities sections
Defining planned activities sections
Defining pulse sections
Defining check-in sections
Defining rave sections
Defining award sections
Defining third party sections
Defining summary sections
Copying appraisal form sections
Performance appraisals (administrator)
Generating performance appraisals for eligibility groups
Generating performance appraisals for a range of employment IDs
Viewing or deleting preliminary appraisals
Viewing preliminary appraisals
Deleting preliminary appraisals
Follow-up task
Making appraisals available
Creating performance appraisals (manager)
Requesting other rater appraisals for an employee
Requesting other raters
Appraisal process (managers and employees)
Appraisal preparation
Adding an administrator note
Adding an employee note
Adding a manager note
Appraisal completion
Performance appraisal completion process
Self-appraisals
Completing a self-appraisal
Printing an active appraisal
Requesting an activity during an appraisal
Requesting a personal activity during an appraisal
Completing other rater appraisals
Completing other-rater appraisals
Printing an archived appraisal
Completing manager appraisals
Appraisal reassignment
Security access for appraisals
Creation of resource performance appraisals
Employee reassignment to another manager
Direct manager reassignment
Reassigning resource performance appraisals as an administrator
Reassigning an employee appraisal as a manager or appraisal owner
Reassigning an employee appraisal as an upline manager
Appraisal approval and acknowledgment
Upline approval routing following the direct manager
Upline approval routing following the appraisal owner
Appraisal acknowledgment with no upline approval required
Completing the performance appraisal cycle
Changing the status of completed appraisals
Appraisal maintenance
Viewing or processing active and finalized appraisal information (administrator)
Viewing active appraisals
Updating summary comments
Requesting peer appraisers
Reassigning appraisals
Deleting appraisals
Completing an appraisal on behalf of resources, other raters, or managers
Processing finalized appraisals on behalf of managers
Acknowledging appraisals on behalf of resources
Bypassing the acknowledgment process manually
Changing the input period for appraisal forms (administrator)
Modifying appraisal forms with historical appraisals only
Changing appraisal rules for historical appraisals
Changing appraisal form schedules for historical appraisals
Changing appraisal form text for historical appraisals
Changing the Talent Profile option in a criteria section
Viewing finalized and historical appraisals
Creating historical appraisals
Loading historical appraisal records with Spreadsheet Designer
Loading historical appraisal records manually
Maintaining historical appraisals
Generating historical appraisals
Purging historical appraisals
Viewing appraisals by resource
Viewing appraisals by supervisor
Monitoring managers' appraisal dashboards
Rating distribution
Enabling rating distribution
Rating distribution chart
Normalized rating distribution score
Viewing rating distribution by managers or by organization units
Continuous Performance Engagement
Enabling employee engagement
Viewing employees in an engagement program
Home page for employee engagement
Raves
Raves dashboard
Assigning the employee recognition administration role
Setting up a recognition program
Designating a recognition program as a rave program
Setting up recognition categories
Setting up email templates
Associating email templates with a recognition program
Setting up award templates
Configuring rave programs
Configuring nominations
Reviewing nominations
Pulse surveys
Configuring pulse surveys
Configuring pulse surveys for mobile devices
Pulse survey setup
Creating questions in the question library
Creating pulse survey programs
Viewing pulse survey responses
Updating pulse survey responses
Check-ins
Enabling check-ins
Setting up meeting categories for check-ins
Setting up meeting types for check-ins
Setting up email templates for check-ins
Sending email notifications
Performance Management standard reports and lists
Open link in new tab
Open link in new window
Copy link to clipboard