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
Use Performance Review Templates	Checkbox. If checked: New Performance Reviews use Performance Review Templates in place of Field Sets. Overrides Policies with the Policy checkbox Use Performance Review Templates unchecked, enforcing use of Performance Review Templates across your organization. If unchecked: New Performance Reviews use Field Sets to control Review displays. Does not override Policies with the Policy checkbox Use Performance Review Templates checked, enabling Policy-level selection of Performance Review Templates. Redesigned Performance Overview released in Y24.2 release requires performance review templates.

Setting

Description

Use Performance Review Templates

Checkbox. If checked:

New Performance Reviews use Performance Review Templates in place of Field Sets.
Overrides Policies with the Policy checkbox Use Performance Review Templates unchecked, enforcing use of Performance Review Templates across your organization.
If unchecked:
New Performance Reviews use Field Sets to control Review displays.
Does not override Policies with the Policy checkbox Use Performance Review Templates checked, enabling Policy-level selection of Performance Review Templates.

Redesigned Performance Overview released in Y24.2 release requires performance review templates.

Policy options

Screenshot: Performance Review Policy Options

Option	Description
Performance Reviews	Checkbox. If checked, the Performance Review process is active and can be enabled for WX users.
Performance Review Repeat	Number. Number of months between performance reviews. The manager receives an action prompt to do another review when due. Note: Action prompts are generated when the Sage People Action Creation Time is active - check the HCM Configure page (Setup > App Setup > Installed Packages > Human Capital Management > Configure).
New Performance Review	Picklist. The lowest level able to start a performance Review. Select from: Team Member:not used. Manager: can be started by manager or HR. HR: can be started by HR only.
Create Performance Review When Due	Checkbox. If checked, and the Sage People Action Creation Time is active, a new Performance Review for the Team Member is automatically created on the due date. Sage People Action Creation Time is set on the HCM Configure page (Setup > App Setup > Installed Packages > Human Capital Management > Configure).
Default Performance Review Template	Picklist. If Use Performance Review Templates is checked AND Create Performance Review When Due is checked, the Performance Review Template to use by default when a new Review is created. Select the picklist and choose the Template you want to use as a default. The picklist lists all published Templates.
Self Review First	Checkbox. If checked, the self performance review must be revealed first, before the manager is prompted to do their review.
Require Competency Assessment On Reveal	Checkbox. If checked, a Competency Assessment must have been completed within the last two months before a performance review is revealed. Not applicable for the resigned Performance Overview in release Y24.2.
Require Objective Review On Reveal	Checkbox. If checked, all objectives that need to be reviewed are reviewed before a performance review is revealed. Not applicable for the resigned Performance Overview in release Y24.2.
Permit Team Member Edit After Reveal	Checkbox. If checked, the Performance Review can be edited by the Team Member after it has been revealed to the manager.
Permit Manager Edit After Reveal	Checkbox. If checked, the Performance Review can be edited by the manager after it has been revealed to the Team Member.
Require Approval For Performance Review	Checkbox. If checked, and an approval process is configured, a submitted performance review is sent for approval or rejection before it can be revealed to the team member. An HR Manager or a manager in the reporting chain above the Team Member who is included in the approval process can approve the performance review. See the process diagram. This option does not operate if the approval process is not active. If checked, Performance Review One Up Approves must be unchecked.
Performance Review One Up Approves	Checkbox. If checked, and an approval process is configured, a submitted performance review is sent to a one up (or more senior) manager for approval or rejection. See the process diagram. This option does not operate if the approval process is not active. If checked, Require Approval for Performance Review must be unchecked.
Disable Self Final Comments	Checkbox. If checked, the team member is not able to add comments when signing a performance review.
Require Objectives On Sign	Checkbox. If checked, current objectives are required before signing a performance review. Not applicable for the resigned Performance Overview in release Y24.2.
Use Performance Review Templates	Checkbox. If checked, new Performance Reviews use Performance Review Templates in place of Field Sets. If unchecked, new Performance Reviews use field sets to control Review displays. If unchecked, the Policy setting is overridden by a checked Use Performance Review Templates checkbox on the HCM Configure page. Redesigned Performance Overview released in Y24.2 release requires performance review templates.

In addition to the controls offered by Performance Review policy options, you can use performance review templates or field sets to define the fields appearing in WX for both the manager's performance review for the team member and the team member's self performance review:

Performance review templates enable you to define multiple, reusable varieties of performance review, including conditions controlling when each template is valid. You can use templates to preserve the integrity of historical reviews by creating new versions as your processes evolve. Templates are held in the Templates Library, conditions in the Constraints Library. Templates replicate field set field availability. Sage People recommends you use performance review templates.
Field sets enable you to define the field content of the manager review and the self review. You can define one set of fields for each, which is then applied to all performance reviews.

Field sets

Performance Review object - completed by Manager
Field Set	Purpose
Additional Details	Fields displayed as read only fields in the WX Performance Review Edit and Detail views, Additional Details section. The fields are displayed for information purposes during a review and include a range of scores and ratings. The fields are only displayed for the current review, not for any previous reviews.
Additional Details Mid Year	Fields displayed as read only fields in the WX Performance Review Detail view, Additional Details section, for the mid year performance review. The fields are displayed for information purposes during a review and include a range of scores and ratings. The fields are only displayed for the current review, not for any previous reviews.
Performance Review	Fields displayed in the WX Performance Review Detail view in the Manager Comments and Rating section. Typically used to add text boxes. You may be able to meet requirements by renaming existing text boxes using the Translation Workbench. This field set provides the only way to display these fields for WX: Action Plan Career Aspirations Development Needs Rating Strengths Training Field sets used with field set mapping provide a more powerful range of options.
Performance Review Mid Year	Fields displayed in the WX Performance Review Detail view in the Manager Comments and Rating section for mid year performance reviews. Typically used to add text boxes. The mid year equivalent of the Performance Review field set.

Self Performance Review object - completed by Team Member
Self Performance Review	Fields displayed in the WX Performance Review Detail view for the Team Member's Self Review. Typically used to add text boxes. In most cases text boxes should correspond with those in the Manager's view of the Performance Review.
Self Performance Review Mid Year	Fields displayed in the WX Performance Review Detail view for the Team Member's mid year self review. Typically used to add text boxes. In most cases text boxes should correspond with those in the Manager's view of the Performance Review. Fields displayed in the WX Performance Review Detail view for the Team Member's mid year self review for mid year performance reviews. The mid year equivalent of the Self Performance Review field set.

Self Performance Review object - completed by Team Member

Field Set

Purpose

Self Performance Review

Fields displayed in the WX Performance Review Detail view for the Team Member's Self Review.

Typically used to add text boxes.

In most cases text boxes should correspond with those in the Manager's view of the Performance Review.

Self Performance Review Mid Year

Fields displayed in the WX Performance Review Detail view for the Team Member's mid year self review.

Typically used to add text boxes.

In most cases text boxes should correspond with those in the Manager's view of the Performance Review.

Fields displayed in the WX Performance Review Detail view for the Team Member's mid year self review for mid year performance reviews.

The mid year equivalent of the Self Performance Review field set.

Picklists

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.

Performance Review object

Rating field

Exceeds Expectations
Meets Expectations
Below Expectations
Development Need

Constraint Library Item object

End Date field

Current Year Start Date
Current Year End Date

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

Constraint Library Item object (HCM)
Default Field Label	Field Type
Description	Text Area (255)
End Date	Picklist
End Date Modifier	Number (3,0)
Start Date	Picklist
Start Date Modifier	Number (3,0)

Feedback Item object (HCM)
Default Field Label	Field Type
Actions	Long Text Area (32768)
Comment	Rich Text Area (32768)
Review Date	Date/Time
Reviewer	Lookup (Team Member)
Reviewer Type	Text (40)
Template	Lookup (Template Version)
Type	Text (40)

Performance Review object (HCM)
Default Field Label	Field Type
Action	Formula (Text)
Action (Local)	Formula (Text)
Action Date	Formula (Date)
Action Plan	Long Text Area (32000)
Additional Details Template	Lookup (Template Version)
Annual Average Competency Score	Number (5,2)
Annual Average Objective Score	Number (5,2)
Appraisal Form	Lookup (HCM Form)
Approved Date	Date
Career Aspirations	Long Text Area (32000)
Competency Assessment	Lookup (Competency Assessment)
Competency Score	Number (5,2)
Completed Date	Date
Continuous Feedback Template	Lookup (Template Version)
Development Needs	Long Text Area (32000)
EncodeID	Text (128)
Is Being Approved	Checkbox
Manager Action	Formula (Text)
Manager Action Date	Formula (Date)
Manager Email	Email
Manager Review Only	Checkbox
Manager Sign Form	Lookup (HCM Form)
Mid-Year Review	Checkbox
Objective Score	Number (5,2)
One Up Manager	Lookup (User)
Period End Date	Date
Period Start Date	Date
Rating	Picklist
Rating Score	Formula (Number)
Rating Score Squared	Formula (Number)
Revealed Date	Date
Review	Long Text Area (32000)
Review With Competencies	Checkbox
Score	Number (2,0)
Self Performance Review	Lookup (Self Performance Review)
Self Review First	Checkbox
Signed Date	Date
Status	Formula (Text)
Strengths	Long Text Area (32000)
Submitted Date	Date
Team Member	Lookup (Team Member)
Team Member Action	Formula (Text)
Team Member Action Date	Formula (Date)
Team Member Email	Email
Team Member Sign Form	Lookup (HCM Form)
Team Member Signed Date	Formula (Date)
Team Member Status (Local)	Text (16)
Template	Lookup (Template Version)
Training	Long Text Area (32000)

When renaming fields in the Performance Review object, remember to also rename corresponding fields in the Self Performance Review object for consistency.

Performance Review Feedback object (HCM)
Default Field Label	Field Type
Feedback Item	Master-Detail (Feedback Item)
Performance Review	Master-Detail (Performance Review)

Self Performance Review object (HCM)
Default Field Label	Field Type
Action Plan	Long Text Area (32000)
Career Aspirations	Long Text Area (32000)
Development Needs	Long Text Area (32000)
EncodeID	Text (128)
Final Comment	Long Text Area (32000)
Performance Review	Lookup (Performance Review)
Revealed Date	Date
Self Review	Long Text Area (32000)
Signed Date	Date
Status	Formula (Text)
Strengths	Long Text Area (32000)
Team Member	Lookup (Team Member)
Template	Lookup (Template Version)
Training	Long Text Area (32000)

Template Constraint Association object (HCM)
Default Field Label	Field Type
Constraint	Master-Detail (Constraint Library Item)
Template Library Item	Master-Detail (Template Library Item)

Template Field object (HCM)
Default Field Label	Field Type
Field Name	Text (80)
Index	Number (3,0)
Required	Checkbox
SObject	Text (80)
Template Version	Master-Detail (Template Version)

Template Library Item object (HCM)
Default Field Label	Field Type
Current Version	Number (8,0)
Description	Text Area (255)
Published	Checkbox
Type	Formula (Text)
Type Code	Text (64)

Template Version object (HCM)
Default Field Label	Field Type
Role	Text (80)
Template	Master-Detail (Template Library Item)
Version	Number (8,0)

Custom objects

The following objects support Performance Reviews:

Constraint Library Item
Enables restrictions to be applied to Performance Review Templates.
Performance Review
Self Performance Review
Template Constraint Association
Links one or more Performance Review Templates to one or more Constraints.
Template Field
Fields appearing on a Performance Review Template.
Template Library Item
Holds a list of Template Versions and identifies the latest version.
Template Version
Records the content of a Performance Review Template at a point in time. Changes to the content result in a new Template Version with an incremented version number.

Record types

Record types for the Performance Review object:

New
Draft
Revealed
Approved
Completed

Actions

Manager: New Due. Appears when:
- Performance review process is active.
- Has no active performance review.
- The Next Performance Review date is not blank and is today or in the past.
  
  After a performance review is complete the Next Performance Review is advanced by the number of Performance Review Repeat months. If the Next Performance Review is blank then it is set to the number of Performance Review Repeat months beyond the date when the just completed performance review was originally started.
Manager: Submit or Edit. Appears when Performance review status is Draft and has not been submitted for approval.
Manager: Reveal. Appears when Performance review status is Approved.
Manager: Sign. Appears when:
- Performance review status is Revealed.
- Either: there is no self performance review, or the self performance review has been signed.
Team Member: Reveal or Edit. Appears when Self performance review status is Draft.
Team Member: Sign. Appears when:
- Self performance review status is Revealed.
- Performance review status is Revealed.

Action events

Performance Review object

Event	When sent
Approve	When a senior manager or HR approves a performance review.
Draft	When a manager or team member enters text into their part of a performance review.
New	When a performance review is created.
Reject	When a senior manager or HR rejects a performance review.
Reveal	When a team member or manager reveals a performance review to the other.
Review Date	When a Performance Review Review Date is today. The trigger date can be offset* from the review date.
Sign	When a team member or manager signs a performance review.
Submit	When a manager submits a performance review for HR approval.
* Action Events can use these dates 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).

Continuous Feedback object

Event	When sent
Close	When a continuous feedback performance review is closed.
Edit Latest	When the most recent continuous feedback comment is edited.
New	When a continuous feedback comment is added.