Summary
How to batch print talent profile and performance evaluation statements

Applicable Products
Talent Management – Performance

Applicable Releases: All

Detailed Information:
The purpose of this solution is to describe how to use the Batch Statements wizard which allows users with the proper permissions to print talent profile and performance evaluation statements for multiple employees in batches. For example, if you have 50 talent profile statements to print, you can use this wizard to select the employees and print their statements in small batches (to reduce loading times).

Also, the batch size is configurable using the Bulk Statements Batch Size system setting

NOTE: Two security groups control access to batch statements: 

• Can Access Performance Evaluation Batch Statements

• Can Access Talent Profile Batch Statements.

Step-by-Step Procedures:

To batch print statements:

1. Go to Primary Navigation Menu > Reports > Batch Statements.

 2. In step 1 of the wizard, select either Talent Profile Statement or Performance Evaluation Statement and then click Continue.

3. If you selected Talent Profile Statement, do the following:

• In step 2 of the wizard, select a predefined statement from the list and click Continue.
• In step 3 of the wizard, select the individuals for whom Talent Profile Statements should be printed (if you opened the wizard from a My Team SmartGrid or a Calibration session, step 3 is skipped because the population has previously been selected).
• Optionally, change the batch size. This determines how your statements will be grouped for printing purposes. For optimum performance, do not exceed a batch size of 30.
• Click either the Print to Word or Print to PDF button. The selected application opens, displaying the first batch of statements.
• Use the application's print function to print the batch or save the file for future reference.

4. If you selected Performance Evaluation Statement, do the following:

• In step 2 of the wizard, select an evaluation cycle and click Continue. Only evaluations with participants in the Completed state appear in the list.
• In step 3 of the wizard, select the individuals for whom evaluation statements should be printed. Only evaluation participants in the Completed state appear in the list (if you opened the wizard from a My Team SmartGrid or a Calibration session, step 3 is skipped because the population has previously been selected).
• Optionally, change the batch size. This determines how your statements will be grouped for printing purposes. For optimum performance, do not exceed a batch size of 30.
• Click either the Print to Word or Print to PDF button. The selected application opens, displaying the first batch of statements.
• Use the application's print function to print the batch or save the file for future reference.
• In step 4 of the wizard, click the Next Batch arrow at the top of the window to open the next batch. Continue in this manner until all the statements are printed.

5. When you are done, click Finish. The wizard closes.