Requesting an activity during an appraisal

Perform this task to request an activity that is in the catalog.
  1. Sign in as Employee.
  2. Select My Reviews or My Profile > Performance.
  3. On the Active tab, locate and select the appraisal.
  4. Click Start Appraisal or Continue Appraisal.
    The Performance Appraisal page is displayed.
  5. Click the Planned Activities tab.
  6. On the Active Activities pane, click Request Activity.
    You can find an activity in the catalog. A personal activity is not in the catalog.
  7. Specify this information:
    Activity ID

    Click the field icon to browse and select the ID for an activity that is in the catalog.

    Due Date

    Specify the due date for completion of the activity. It must be a date in the future.

    Priority
    Assign a priority to the activity.
    Comments
    Optionally, specify comments for your manager to see about your selection of this activity.
    Start Date

    This field applies to learning budgets only. Select the start date for the activity. This helps the system assign the activity to a budget.

    Session

    If this is displayed, select a session now or at a later date. This field does not apply to learning budgets.

    If the activity has no sessions, the Session field is not applicable and registration is automatically confirmed. If the activity has sessions, you can only select a session that is open for registration.

    DIF

    This field applies to organizational development plan and French resources only. If this is a DIF activity request, select this check box.

    Estimated Hours Outside Of Work

    This field applies to learning budgets and DIF requests only. Specify the estimated hours outside of work for this activity. For example, if the activity has two classes of eight hours each, but one class is held outside of work hours, then specify 8.

  8. Click Submit.
    The activity is added to the Active Activities pane for the appraisal with a status of Assigned.