Configuration options

Understand your configuration options for Performance Review in Sage People.

Configure page options

Go to Setup. 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 you check this: New Performance Reviews use Performance Review Templates in place of Field Sets Overrides Policies with the Policy checkbox Use Performance Review Templates unchecked. This enforces the use of Performance Review Templates across your organization If you don't check this: New Performance Reviews use Field Sets to control Review displays Doesn't override Policies with the Policy checkbox Use Performance Review Templates checked. This enables Policy-level selection of Performance Review Templates Don't use with the redesigned Performance Overview.

Setting

Description

Use Performance Review Templates

Checkbox. If you check this:

New Performance Reviews use Performance Review Templates in place of Field Sets
Overrides Policies with the Policy checkbox Use Performance Review Templates unchecked. This enforces the use of Performance Review Templates across your organization
If you don't check this:
New Performance Reviews use Field Sets to control Review displays
Doesn't override Policies with the Policy checkbox Use Performance Review Templates checked. This enables Policy-level selection of Performance Review Templates

Don't use with the redesigned Performance Overview.

Policy options

Screenshot: Performance Review Policy Options

Option	Description
Performance Reviews	Checkbox. If you check this, the Performance Review process is active. You can enable it 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 generate when the Sage People Action Creation Time is active. Check the HCM Configure page. Go to Setup, App Setup, and select Installed Packages. Click Human Capital Management and select Configure.
New Performance Review	Picklist. The lowest level able to start a performance Review. Select from: Team Member: Not in use Manager: Manager or HR can start HR: All users you listed as an HR Manager in the team member's HR Department in WX/HR Manager portal can start
Create Performance Review When Due	Checkbox. If you check this, and the Sage People Action Creation Time is active, the system creates a new Performance Review for the team member. It does this automatically on the due date. Set the Sage People Action Creation Time on the HCM Configure page. Go to Setup, App Setup, and select Installed Packages. Click Human Capital Management and select Configure
Default Performance Review Template	Picklist. If you check Use Performance Review Templates AND Create Performance Review When Due, the system creates a template. This is the Performance Review Template to use by default. Select the picklist and choose the Template you want to use as a default. The picklist lists all Templates you've published.
Self Review First	Checkbox. If you check this, you must reveal the self performance review first. Do this before you prompt the manager to do their review.
Require Competency Assessment On Reveal	Checkbox. If you check this, you must have completed a Competency Assessment within the last two months. This is before you reveal a performance review.
Require Objective Review On Reveal	Checkbox. If you check this, you ensure that all objectives you need to review are reviewed before the system reveals the performance review.
Permit Team Member Edit After Reveal	Checkbox. If you check this, the team member can edit the Performance Review after they revealed it to the manager.
Permit Manager Edit After Reveal	Checkbox. If you check this, the manager can edit the Performance Review after they reveal it to the team member.
Require Approval For Performance Review	Checkbox. If you check this, and you've configured an approval process, a submitted performance review sends for approval or rejection. This is before you can reveal it to the team member. An HR Manager can approve the performance review. A manager in the Team Member’s reporting chain that you include in the approval process can also approve it. See the process diagram. This option doesn't operate if the approval process isn't active. If you check this, you must uncheck Performance Review One Up Approves.
Performance Review One Up Approves	Checkbox. If you check this, and you've configured an approval process, a submitted performance review sends to a one-up manager for approval or rejection. See the process diagram. This option doesn't operate if the approval process isn't active. If you check this, you must uncheck Require Approval for Performance Review.
Disable Self Final Comments	Checkbox. If you check this, the team member isn't able to add comments when signing a performance review.
Require Objectives On Sign	Checkbox. If you check this, the system requires current objectives before signing a performance review.
Use Performance Review Templates	Checkbox. If you check this, new Performance Reviews use Performance Review Templates in place of Field Sets. If you don't check this, new Performance Reviews use field sets to control Review displays. If you don't check this, a checked Use Performance Review Templates checkbox on the HCM Configure page overrides the Policy setting. Don't use with the redesigned Performance Overview.

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

Performance review templates let you define multiple, reusable varieties of performance review. This includes conditions controlling when each template is valid. You can use templates to preserve the integrity of historical reviews. Do this by creating new versions as your processes evolve. The Templates Library holds templates, the Constraints Library holds conditions. Templates replicate field set field availability. Sage People recommends you use performance review templates.
Field sets let you define the field content of the manager review and the self review. You can define one set of fields for each. This then applies to all performance reviews.

Field sets

Performance Review object - completed by Manager
Field Set	Purpose
Additional Details	Fields display as read-only fields in the WX Performance Review Edit and Detail views, Additional Details section. The fields display for information purposes during a review and include a range of scores and ratings. The fields display only for the current review, not for any previous reviews.
Additional Details Mid Year	Fields display as read only fields in the WX Performance Review Detail view, Additional Details section. This is for the mid year performance review. The fields display for information purposes during a review and include a range of scores and ratings. The fields display only for the current review, not for any previous reviews.
Performance Review	Fields display in the WX Performance Review Detail view in the Manager Comments and Rating section. Use this to add text boxes. You can 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 you use with field set mapping provide a more powerful range of options.
Performance Review Mid Year	Fields display in the WX Performance Review Detail view in the Manager Comments and Rating section for mid year performance reviews. Use these 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 display in the WX Performance Review Detail view for the Team Member's Self Review. Use these to add text boxes. In most cases, text boxes will correspond with those in the Manager's view of the Performance Review.
Self Performance Review Mid Year	Fields display in the WX Performance Review Detail view for the Team Member's mid year self review. Use these to add text boxes. In most cases, text boxes will correspond with those in the Manager's view of the Performance Review. Fields display in the WX Performance Review Detail view for the Team Member's mid year self review. This is 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 display in the WX Performance Review Detail view for the Team Member's Self Review.

Use these to add text boxes.

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

Self Performance Review Mid Year

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

Use these to add text boxes.

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

Fields display in the WX Performance Review Detail view for the Team Member's mid year self review. This is 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, also rename corresponding fields in the Self Performance Review object.

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
Lets you apply restrictions 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 advances by the number of Performance Review Repeat months. If the Next Performance Review is blank, the system sets it. It sets to Performance Review Repeat months beyond the date the completed review started
Manager: Submit or Edit. Appears when Performance review status is Draft and the team member hasn't submitted it for approval
Manager: Reveal. Appears when Performance review status is Approved
Manager: Sign. Appears when:
- Performance review status is Revealed
- Either: there's no self performance review, or the team member has signed the self performance review
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 user creates a performance review.
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. You can offset* the trigger date from the review date. The Review Date relates to the Next Performance Review date on the Team Member record.
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 user closes a continuous feedback performance review.
Edit Latest	When a user edits the most recent continuous feedback comment.
New	When a user adds a continuous feedback comment.