Performance Pro Update 3.19.10

January 30, 2020

3.19.10

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What’s New?

This release contains changes to many areas of Performance Pro. Details are outlined below.

Changes to Routing

Form Routing

After the “Route” button has been clicked to route a form, a new “Back” button will appear to allow you to easily

return to the form.

Preview of Manual Routing Path Recipients If your default routing method is set to “Manual Path Selection,” appraisers will have a dropdown of available

routing paths on the Route tab of the Finish Appraisal screen. Each dropdown option will provide a preview of the

routing path recipients. This will be visible prior to clicking the “Route” button, enabling the appraiser to choose a

different routing path, if desired. This applies to both appraisals and forms.

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Adding and Viewing Routing Notes

When adding a note to an item that has been routed to them, users will see routing note input fields in a pop-up box

without navigating away from the Home screen.

Once users enter text and click “Save,” the routing note will be saved to the Performance History > Notes tab and a

note icon will appear beside the item in the “Routed Items Inbox.”

To view the routing note, users can click on the note icon in the “Routed Items Inbox,” where a pop-up window will

appear and display all routing notes that are associated with the item. Click “OK” to close the pop-up window.

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Changes to Appraisals

Allow Edits to Appraisal Scores After Merging

A new “Allow Edit After Merge” option has been added to Company Settings. If self-appraisals are set to “Optional”

or “Required,” the setting can be activated. This setting will be disabled by default.

Once activated, a scoring drop-down box will be added to the Merge tab for each evaluation criteria (Core Values,

Factors, Goals.) The appraiser can change their own scores after the merge by using these boxes. This will be

available for the appraiser signed in, the Administrative User aliased as the appraiser, or the Administrative User

signed in as themselves in the Administrator role.

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Employee Goal Progress Bar

The “Employee Goal Progress” bar (in percentage format) will now display on the Employee Goal Tools screen

beside the “Appraiser Goal Progress” bar, if “Set Progress” and “Display as Percentage” is activated.

Changes to Reports

Updates to the Goal Progress Report

Goals from concurrent appraisal processes will now be included in the report along with a new column titled

“Appraisal Process Name.”

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New Peer Feedback Report

A new report titled “Peer Feedback” has been added to the Reports > Other category. This report will be available to

Administrative Users, Company Unit Admins, and Appraisers (unless the Peer Feedback feature is hidden.) Users can

filter and group report contents, similarly to other reports.

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Miscellaneous Changes

See Multi-Appraiser View by Default

If the Administrative User selects "Multi-Appraiser" view in the "Default Appraisal View" drop down in Company

Settings, currently it only shows the Multi-Appraiser view of the appraisal after all appraisals are merged.

With this release, if "Multi-Appraiser" view is selected from the "Default Appraisal View" drop down AND the new feature - “Allow Multi-Appraiser View” - is selected from the Advanced Features area on the same screen, then Administrators, Appraisers, and upline users will see the multi-appraiser view by default at any point in the appraisal process, not just post-merge. It will be seen when clicking the “View Current Appraisal” button on the evaluation screens or from Employee Documents > Performance History.

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Merit Increase – Adjust Merit Pay Table

A new field titled “Weekly Hours” was previously added to the Manage Employees > Employee Data > Salary tab.

Now, if an employee is designated as “Hourly” and has hours entered in the “Weekly Hours” field, the weekly hours

will be applied appropriately in all calculations appearing on the “Adjust Merit Pay” table.

Form Builder

When forms are created on the System Setup > Content Customization > Form Builder tab, the Administrative User

designates which type of user (Appraiser or Employee) is to complete each field. That designation will now appear

below the description of the field on the actual form, making it easier to identify which user should populate the

field.

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Alerts Log Filtering

The alerts log found at System Setup > Manage Alerts > Alerts Log tab keeps a record of all alerts sent from the

application. There are now two filtering options: “Employee” and “Notification Type.” The “Employee” option allows

Administrative Users to select a user in order to view only the alerts related to that user. The “Notification Type”

filter allows for filtering by the following types of alerts: All, E-Signature, Goal, Goal Note, Overdue, Routed, Shared

Note, and Upcoming.

Unassign a Shared Appraiser through Import

Shared appraisers can now be unassigned via an import. This will remove those users from being an appraiser

without having to add another shared appraiser to the employees’ profile. Entering “None” in the “Appraiser 2”

column of the import file will unassign the shared appraiser when the import is executed. Any weight assigned to

the shared appraiser will be re-assigned to the Primary appraiser.

My Items Widget The “My Items” widget was updated to correct a display issue. A scroll bar was also added to the widget to allow users to scroll through the list of items.

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Performance Levels – Integrated with Compease

In Performance Pro sites integrated with Compease, any changes made to the number of “Performance Levels” on the Performance Pro System Setup > Company Settings > Appraisal Settings tab will be reflected in Compease, both in the “Structured Compensation” and the “Merit Increase Planning” sections.

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Export to FTP from Performance Pro

This feature will allow Administrative Users to build and schedule an automatic CSV file export to share appraisal scores with the client’s payroll/HRIS/HCM application. Prior to using the export feature please contact the HR Performance Solutions team to obtain the necessary data that your IT team will need to provide. Once we have configured your connection initially, you can begin using the custom export feature. This will ensure that the file will be properly accepted.

An “Export” item will now automatically appear in the Manage Employees section of the main menu, visible only to Administrative Users. Once clicked, the “Build File” screen will appear.

Build File The file is built in the “Build File” section. Fields are selected from the “Select Fields” column which will then populate the “Field Name” field. The “Field Name” can be overwritten if desired and will become the column header of the CSV file for that data. If the “Field Name” field is empty, that data will not be included in the CSV file.

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Administrative Users will have the ability to select from the following fields for inclusion in the export:

Access Level Appraisal Cycle End Date

Appraisal Frequency Last Appraisal Score Appraisal Process Name

Start Date Appraiser Employee ID Appraiser

Appraiser Username Appraiser Weight Custom Field 1

Department Location Division

Routing Group Downline Edit Downline View

E-mail Employee ID Adjust Merit Pay Privileges

First Name Hire Date Is Multi-Appraiser

Is Primary Appraiser Last Appraisal Date Last Name

Middle Initial/Name Overall Goal Weight Position

UserName

Schedule Section Once the desired fields are selected, click “Done” at the bottom of the screen. The “Schedule File” screen will appear. Administrative Users will need to set up a start date, end date, and recurrence pattern for the export to run. If no end date is entered, the file will run indefinitely on the chosen recurrence. Recurrence options include: hourly, daily, weekly, monthly, and yearly. Once the range of recurrence and pattern have been selected, you MUST select the “Set Automation Schedule” button. This will populate the “Automation Schedule” field below. Select “Active” from the “Scheduled Sync Status” drop-down to activate the scheduler and select your unique “Sync Connection Script” from the drop-down. PLEASE NOTE: If you DO NOT have any selections in the “Sync Connection Script”, stop and contact HR Performance Solutions to obtain the information needed to establish your connection.