Creating a WX Process for performance Review

  1. In the HR Manager Portal, select the WX Services tab.
  2. Select the WX service that you want to host the summary. This must be a WX homepage service, or a service that hosts only Internal Communications and/or summaries.

  3. On the WX Service page, under WX Processes, select New WX Process.

    Screenshot: New WX Process button

  4. On the WX Process page, give the process a descriptive Label. The label is used in the WX summary tile.

    5. Screenshot: creating a WX process for Performance Review

  1. Give the process an Order, a numerical value with no decimal places. This defines the order in which the process is displayed in its service menu, relative to other processes.

  2. Select Show In Mobile if you want the process to be available in the mobile browser version of WX.

  3. Leave Show Title in Detail checked to display the process label as the Performance Review page title. If unchecked, the Performance Review page displays the default custom label Performance Review.

  4. Select the WX Process Type as Performance Review.

    Leave the other fields blank or set at their defaults unless you have a requirement to adjust other settings for the process.

  5. Select Save.