Performance Overview | Configuration options

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 HCM package.

Setting	Description
Features section: Performance management UI V2	Checkbox. Enables the redesigned Performance Overview and related processes in WX.

Policy options

Option	Description
Performance Overview	Checkbox. If checked, the Performance Overview process is active and can be enabled for WX users.
Include Objectives	Checkbox. If checked, Performance Overview displays an Objectives section. If you use Enhanced Objectives with the refreshed Performance Overview and want to avoid confusion, leave unchecked.
Objective Display Order	Number, no decimal places. Mandatory if Performance Overview is checked. Enter an integer. Although it is mandatory to enter a value, the values entered are not relevant for the redesigned Performance Overview in release Y24.2.
Performance Review Display Order	Number, no decimal places. Mandatory if Performance Overview is checked. Enter an integer. Although it is mandatory to enter a value, the values entered are not relevant for the redesigned Performance Overview in release Y24.2.
Continuous Feedback Display Order	Number, no decimal places. Mandatory if Performance Overview is checked. Enter an integer. Although it is mandatory to enter a value, the values entered are not relevant for the redesigned Performance Overview in release Y24.2.

Field sets

Team Member object
Field Set	Purpose
WX Performance Overview Details Section	Not applicable to the redesigned Performance Overview in release Y24.2.

Picklists

None

Object fields

None

Record types

None

Actions

• Manager: Add New Performance Review. Appears when:

  • A performance review is due, and has not been automatically created.

• Team member and manager: Edit Performance Review. Appears when: 

  • The performance review has been created by the manager, HR, or automatically when due.
  • The team member's self review or the manager review is in Draft status but not all mandatory fields have been completed.
• Manager: Submit Performance Review. Appears when: 
  • The performance review is in the Draft status and all required fields are completed.
  • The policy option Require Approval For Performance Review is selected.
• HR or senior manager: Approve Performance Review. Appears when: 
  • The policy option Require Approval For Performance Review is selected.
  • Manager has submitted a performance review for approval.
• Team member and manager: Reveal Performance Review. Appears when: 
  • For team members: The performance review is in the Draft status and all required fields are completed.
  • For managers:
    • When the policy option Require Approval For Performance Review is not selected, and the performance review is in the Draft status and all required fields are completed.
    • When the policy option Require Approval For Performance Review is selected, and the manager review is approved by HR or senior manager.
• Team member and manager: Sign Performance Review. Appears when: 
  • For team members: When the manager has revealed their review.
  • For managers: When the team member has signed their review.

Action events

For action events see the configuration options for performance reviews.