Applicable Product:

• Talent Management: Performance

Applicable Release:

• V23.04+

Summary:

This enhancement makes the HR Viewer process role separately configurable, instead of being part of the "Other" process role form association. 

Detailed Information:

In previous updates of PeopleFluent Performance, stakeholders with the HR Viewer area of responsibility would fall into the Other process role when configuring workflow states and assigning form permissions to process roles. That is, there were only the following process roles to chose from: HR Manager, Manager, Participant, Second-Level Manager, or Other. Any other areas of responsibility such as third-level manager, administrators, and HR Viewer would be assigned the Other process role and configured together.

In this update, there is now a dedicated HR Viewer process role. 

This can be seen when editing forms associations in a workflow process.

Figure: The New HR Viewer Process Role

This allows stakeholders with the HR Viewer area of responsibility to be configured in workflow states separately from other areas of responsibility in the Other process role. This new process role has been added to the Configure State dialog box in:

• Goal setting process states
• Interim evaluation process states
• Final evaluation process states
• Multirater evaluation process states

In addition, when configuring workflow state definitions, HR Viewer can be configured separately as the state owner or action owner.

Figure: Workflow State Definition with HR Viewer Selectable as State Owner

Upgrade Considerations

Upon upgrading to PeopleFluent Performance 23.04, the HR Viewer process role will retain the settings of the Other process role by default, so there should be no impact to existing plans. Also, the new process role will be at the bottom of the process role list, meaning that it will be the lowest priority for users with multiple process roles.  

Keywords: Performance, HR Viewer role, 23.04 Enhancement


Created: Derrick Kwong
Reviewed: