How to capture Employee Sign-Off Date/Time in a performance form
Talent Management - Performance
11.12 or greater
Sometimes, for auditing purposes, Performance administrators may want to capture the date-time employee signed off their evaluations, or time face-to-face was completed.
Until now, the only way to find such timestamp was from workflow activity log, which was very time consuming and cumbersome.
With plan formula feature, performance administrators can now create formulas to populate such fields into different performance fields.
Populate Sign-Off Date in an overall user defined date 1 field- in mm/dd/yyyy format.
- Create a plan formula in Performance Plan > Advance Calculations > Plan Formulas.
now() is a groovy function to get current server date time.
Participant.evaluation.getOverall().getSelfRating().userDate1 will populate Employee overall user defined date 1 field.
- Add condition in plan formula
If you do not want the date to be over-written every time an employee is moved back and forth in workflow,
add condition below in the formula
This will make sure the userDate1 is populated only once (the first time when the field is null).
A condition is not necessary if you want the field to be overwritten every time the workflow is moved.
- Add this formula in submit action in Employee sign-off state from Process Configuration > workflow process.
When employee or administrator submits, this formula will populate Employee overall user defined date 1 in mm/dd/yyyy format.
Note: date fields do not show timestamp in Performance fields.
Populate Sign-Off date (with time stamp) in an overall user defined field.
To display timestamp, a string field should be used, example- Employee Rating User Defined 1.
To get EST - if the server is in EST
Participant.evaluation.getOverall().getSelfRating().userDefined1= mydate.getDateTimeString() + ' EST';
To get PST
mydate.setHours(mydate.getHours() - 3);
Participant.evaluation.getOverall().getSelfRating().userDefined1= mydate.getDateTimeString() + ' PST';
It will return text as - 3/23/17 11:55:03 AM PST.
Add condition Participant.evaluation.getOverall().getSelfRating().userDefined1==null; like in example 1 if necessary.
Similar formulas can be added in any workflow state and action.
Note: If you are using a different field, reach out to PeopleFluent representative to get the exact field mapping, Date format might be different for users based upon their date formatting preferences.