Performance Review | Set up

Understand how to set up Performance Review in Sage People.

Resolution

1. Review the standard fields in the Performance Review object and the Self Performance Review object. See if you want to add custom fields for your organization. For more information on how to create new custom fields, see Adding custom fields.

   Tip

   When adding new long text area fields, consider the maximum length the field actually needs. The default maximum, 32,768 characters, is likely more than you need. In English, depending on word length, it gives somewhere between 4500 and 8000 words. Having many text area fields with the maximum possible character length can lead to performance issues. So make sure new fields have a maximum length realistic for the purpose you're adding them. Setting the maximum to 5000 characters or fewer is usually sufficient.

   If you want to rename standard fields, you can do it in the Translation Workbench Override with the following filter selections:

   1. Package: Human Capital Management
   2. Language: English
   3. Setup Component: Custom Field
   4. Object: Performance Review or Self Performance Review depending on which one hosts the field you want to rename
   5. Aspect: Field Label

2. Enable performance review templates on the HCM package configuration page. If you don't want to use performance review templates for the entire organization, use the policy option for performance review templates. This gives you more control.

3. Set up performance review templates. You can use the standard templates Sage People supplies as a starting point for editing or cloning, or create templates from scratch.

4. Set policy options for performance reviews.

5. If you select Require Approval For Performance Review or Performance Review One Up Approves in the policy settings, set up an approval process.

6. Set up action events for performance reviews. For a list of action events available, see Action events in the configuration options. For more information about how to set up action events, see Creating action events.

7. If you want WX users to complete performance reviews in the Performance Review process, create the Performance Review WX process.

If you use the Performance Overview process

If you use the Performance Overview process to surface performance reviews in WX, complete the setup tasks for it.

Reporting

Workforce Performance dashboard

A Workforce Performance dashboard is part of the standard Sage People configuration. It contains the following five charts: 

• Have we achieved the appropriate distribution of ratings?

• Where are our best performers located?

• Where are our lowest performers located?

• How are our team members progressing towards objectives?

• What is the status of our performance reviews?

Other configuration

Custom performance review PDF layout

You can generate a PDF containing the details of the performance review. By default, the PerformanceReviewPDF Visualforce page determines the layout and contents of the performance review PDF.

You can specify a custom Visualforce page for the PDF by creating a new page and then configuring the process to use it:

1. Go to Setup. In Quick Find, enter visualforce, and select Visualforce Pages from the search results.
2. On the Visualforce Pages list, select New.
3. Enter the Label, Name and Description for the new page.

   The system uses the Label to identify the page in the Visualforce Pages list.

4. Specify the contents of the Visualforce page in the Visualforce Markup box.
5. Select Save.
6. Go to Setup. In Quick Find, enter installed, and select Installed Packages from the search results.
7. For the Human Capital Management package, select Configure.
8. Under Features, in the Page section, go to PerformanceReviewPDF.

   

9. Enter the Label of the new Visualforce page in the Link column.
10. Select Save.

HR noticeboard

Two HR noticeboard are available as standard for Sage People implementations, as detailed below:

HR Notice Name	WX Process Name	Text
Performance Review - Header	Performance Review	View your Performance Review details below
Performance Review - Footer	Performance Review	View your Performance Review above

To change these noticeboards, from the App Launcher select HR Noticeboard. On the HR Noticeboard tab, select the All list view and select the HR noticeboard you want to edit.