Configure page options
Go to Setup, and in Quick Find enter installed and select Installed Packages from the search results. On the list of packages, select Configure next to the Performance Management package.
General settings section
| Option | Description |
|---|---|
| Access to Performance Management | Checkboxes. Select the cross reporting manager types to grant access to their cross reports in Performance Management for Conversations, Enhanced Objectives, and Feedback. |
| Action Emails Send Batch Time | Picklist and Run Now button. Select a time of day when you want to run the Action Emails batch, or Run Now to run the batch immediately. |
| Email Notifications > Disable Emails | Checkbox. Select if you want to disable the default email notifications sent by Performance Management. Use this option if you want to configure your own notifications with Action Events. |
| Data Sharing > Sharing Rules Batch Size | The number of team members processed in one batch when maintaining record sharing for HR managers. Operates alongside group based sharing settings in the HCM package. |
Conversations section
| Option | Description |
|---|---|
| Enable Conversations in All Policies |
Enable button. Select to enable Conversations in all policies in your organization. You can also enable Conversations in a single policy in the policy settings. |
| Disable Conversations in All Policies |
Disable button. Select to disable Conversations in all policies in your organization. You can also disable Conversations in a single policy in the policy settings. |
Objectives section
| Option | Description |
|---|---|
| Enable Objectives in All Policies |
Enable button. Select to enable Enhanced Objectives in all policies in your organization. You can also enable Enhanced Objectives in a single policy in the policy settings. |
| Disable Objectives in All Policies |
Disable button. Select to disable Enhanced Objectives in all policies in your organization. You can also disable Enhanced Objectives in a single policy in the policy settings. |
Feedback section
| Option | Description |
|---|---|
| Enable Feedback in All Policies |
Enable button. Select to enable Feedback in all policies in your organization. You can also enable Feedback in a single policy in the policy settings. |
| Disable Feedback in All Policies |
Disable button. Select to disable Feedback in all policies in your organization. You can also disable Feedback in a single policy in the policy settings. |
| Feedback Request Visibility > Default to Visible | Checkbox. Select if you want feedback requests made by managers in your organization be visible to the team members the requests relate to by default. Uncheck if you want feedback requests to be visible to manager only and not the team member. Managers can override the default when making a feedback request. |
| External Feedback > Enable External Feedback | Checkbox. Select if you want team members and managers to be able to request feedback from outside your organization. External feedback requires a Force.com site. |
| External Feedback > External Feedback Site URL | Enter the URL of the Force.com site you have configured for external feedback. |
| Feedback Templates | Link. Select to go to the feedback template editor. |
Policy options
Policy options for Performance Management are on the Performance Management tab of the Policy page.
Conversations section
| Option | Description |
|---|---|
| Conversations | Checkbox. Select to enable Conversations for team members associated with this policy. |
| Allow Edit | Checkbox. Select to enable team members and managers associated with this policy to edit their comments in their conversations. |
Objectives section
| Option | Description |
|---|---|
| Objectives | Checkbox. Select to enable Enhanced Objectives for team members associated with this policy. |
| Confirm Before Activating |
Checkbox. Select to add a confirmation and approval stage to the objective lifecycle. When selected, on reveal objectives created by the manager are passed to the team member for confirmation, and objectives created by the team member are passed to the manager for approval. Objectives become active only after confirmation or approval. When not selected, objectives created by the team member and manager become active on reveal. |
| Skip Team Member Confirmation |
Checkbox. Select to give managers the option to skip the team member confirmation stage for objectives created by the manager. Enabling this option also requires Confirm Before Activating to be selected. |
Feedback section
| Option | Description |
|---|---|
| Feedback | Checkbox. Select to enable Feedback for team members associated with this policy. |
Field sets
| Enhanced Objective object | |
|---|---|
| Option | Description |
| Additional Fields | Custom fields your organization wants to add to enhanced objectives |
| Hidden Fields | Default enhanced objective fields your organization wants to hide from enhanced objectives. |
Picklist values
To edit these default picklist values:
-
Go to Setup and select the Object Manager tab.
-
Select object, select the picklist field, go to the Values related list.
Enhanced Objective object
Category field
-
None
Company Objective field
-
None
Priority field
-
None
Enhanced Objective Review object
Progress field
-
None
Object fields
To rename these custom fields:
-
Go to Setup and in Quick Find enter Override.
-
On the Override page select the:
-
Package hosting the object
-
Language
-
Setup Component = Custom Field
-
Object
-
Aspect = Field Label
-
-
Enter new values in the Field Label Override column
| Comment object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Author |
Lookup (Team Member) |
|
Author Type |
Text (40) |
|
Conversation |
Master-Detail (Conversation) |
|
Created Date |
Date/Time |
|
Current Version |
Number (3,0) |
| Comment Version object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Content |
Rich Text Area (32768) |
|
Created Date |
Date/Time |
|
Feedback Item |
Master-Detail (Comment) |
|
Version |
Number (3,0) |
| Conversation Object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
No custom fields. |
|
| Conversation Participant object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Conversation |
Lookup (Conversation) |
|
End Date |
Date/Time |
|
Start Date |
Date/Time |
|
Team Member |
Lookup (Team Member) |
| Conversation Subject object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Conversation |
Lookup (Conversation) |
|
Objective |
Lookup (Enhanced Objective) |
|
Team Member |
Lookup (Team Member) |
| Enhanced Objective object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Aligned Objective |
Lookup (Enhanced Objective) |
|
Category |
Picklist |
|
Closed Date |
Date/Time |
|
Company Objective |
Picklist |
|
Created Date |
Date/Time |
|
Description |
Rich Text Area (32768) |
|
End Date |
Date |
|
Group |
Lookup (Group) |
|
Priority |
Picklist |
|
Review Date |
Date |
|
Start Date |
Date |
|
Status |
Text (32) |
|
Team Member |
Lookup (Team Member) |
|
Title |
Text (240) |
|
Visibility |
Text (32) |
|
Weight % |
Percent (3,0) |
| Enhanced Objective Review object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Created Date |
Date/Time |
|
Enhanced Objective |
Master-Detail (Enhanced Objective) |
|
Next Review Date |
Date |
|
Progress |
Picklist |
|
Review Comment |
Rich Text Area (32768) |
|
Reviewer |
Lookup (Team Member) |
|
Reviewer Type |
Text (80) |
| Feedback Answer object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Feedback Template Question | Lookup (Feedback Template Question) |
| Question | Master-Detail (Feedback Question) |
| Response | Master-Detail (Feedback Response) |
| Value | Long Text Area (32768) |
| Feedback Provider object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Encode Id | Text (255) (Unique Case Insensitive) |
| External User | Text (160) |
| Feedback Request | Master-Detail (Feedback Request) |
| Team Member | Lookup (Team Member) |
| Feedback Question object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Order | Number (2,0) |
| Request | Master-Detail (Feedback Request) |
| Template Question | Lookup (Feedback Template Question) |
| Type | Text (80) |
| Feedback Request object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Created Date | Date/Time |
| Description | Rich Text Area (32768) |
| Feedback Template | Lookup (Feedback Template) |
| Final response date | Date |
| Introduction | Rich Text Area (32768) |
| Requester | Lookup (Team Member) |
| Subject | Lookup (Team Member) |
| Title | Text (255) |
| Visible to Subject | Checkbox |
| Feedback Response object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Author | Lookup (Team Member) |
| Created Date | Date/Time |
| External Author | Text (160) |
| Request | Lookup (Feedback Request) |
| Subject | Lookup (Team Member) |
| Feedback Template object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Active | Checkbox |
| Description | Text Area (255) |
| Feedback Template Question object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
| Order | Number (2,0) |
| Prompt | Text Area (255) |
| Template | Master-Detail (Feedback Template) |
| Type | Text (80) |
| Feed Event object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Actor |
Text (18) |
|
Date |
Date/Time |
|
Subject |
Text (18) |
|
Type |
Text (60) |
| Policy object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Allow Edit |
Checkbox |
| Confirm Before Activating | Checkbox |
|
Conversations |
Checkbox |
| Feedback | Checkbox |
|
Objectives |
Checkbox |
| Skip Team Member Confirmation | Checkbox |
| Task object (Performance Management) | |
|---|---|
| Default Field Label | Field Type |
|
Content |
Text (120) |
|
Objective |
Master-Detail (Enhanced Objective) |
|
Order |
Number (3,0) |
|
Status |
Text (32) |
|
Version |
Number (3,0) |
Record types
None
Actions
WX actions are available as follows:
Enhanced Objectives
-
Team member and manager: Review. Appears when:
- Objective status is Active.
- Objective Next Review Date is on or before today.
-
Team member: Confirm. Appears when:
-
Manager has revealed an objective, and confirmations are required.
-
The objective is in Manager Draft status.
-
-
Manager: Approve. Appears when:
-
Team member has revealed an objective, and confirmations are required.
-
The objective is in Team Member Draft status.
-
Feedback
-
Team member and manager: Feedback Request. Appears when:
- Feedback request status is In progress.
- Feedback request Final response date is on or before today.
Action events
|
Event |
When sent |
Related object |
|---|---|---|
|
Closed Send to Manager |
When an objective is closed by a team member. |
spperfmgmt__Objective__c |
|
Closed Send to Team Member |
When an objective is closed by the team member's manager. |
spperfmgmt__Objective__c |
|
Revealed Send to Manager |
When an objective is activated by a team member. |
spperfmgmt__Objective__c |
|
Revealed Send to Team Member |
When an objective is activated by the team member's manager. |
spperfmgmt__Objective__c |
|
Review Date |
When an objective is due a review. Review Date can be used to calculate a trigger date by applying an offset. Offsets can be in days or months and can be positive (after the date), negative (before the date) or zero (on the date). |
spperfmgmt__Objective__c |
|
Reviewed Send to Manager |
When a team member adds a review to one of their objectives. |
spperfmgmt__Objective_Review__c |
|
Reviewed Send to Team Member |
When a manager adds a review to one of the team member's objectives. |
spperfmgmt__Objective_Review__c |
|
Event |
When sent |
Related object |
|---|---|---|
|
Received Send to Manager |
When a Feedback request about a Team Member receives a response, sent to the manager. |
spperfmgmt__Feedback_Response__c |
|
Received Send to Team Member |
When a Feedback request about a Team Member receives a response, sent to the Team Member. |
spperfmgmt__Feedback_Response__c |
|
Event |
When sent |
Related object |
|---|---|---|
|
Incoming |
When a recipient receives a request to provide Feedback about a Team Member |
spperfmgmt__Feedback_Provider_v2__c |