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Imports Employee data import error (#125558) Problem The org nodes are duplicated when no org structure exists and multiple users are linked to the node When importing nodes with accents in the name the import fails The bulk import to V8 for the job str...

Performance Management PM Interpolation should allow 0 value (#126280) Problem Currently, when rating on Interpolated items, an actual value of 0 (zero) is not allowed, this should however be an option as you might want to have an actual value of 0 tied t...

Performance Management PM Allow Employee and Manager ratings on interpolation (#126340) Problem Interpolation was based on having a single Actual Value, however, a client requested that we allow for the manager & person to capture individual actuals as th...

In a dynamic and competitive business environment, companies must ensure that employees perform at their best while contributing to broader strategic goals. The Performance Management module serves as a structured framework designed to enhance employee perform...

Imports [Imports] [Auditing] ValueObjects in tables are not audited (#116420) Problem When only a Value Object has changed on an Entity (as opposed to a normal property) the auditing does not pick up that the entity should be audited because it does not e...

Tenant Management Able to log into a deactivated ruleset (#126304) P&S Import Employee Data Import error (#126586) Problem The pre-import does not validate duplicates correctly when the strings have different cases The staging translation does not...

The following section will guide you through creating a performance agreement. The guide assumes you do not have an existing agreement for the current performance cycle and that you wish to create one. Begin by navigating to the Performance Management d...

The Objective-Setting Phase Explained When creating a performance agreement, it is important to understand the WHY. Why is it important to set objectives? The answer is simple: to bring clarity. Having a clearly outlined goal makes it easier for managers a...

The Check-In Phase Explained Once performance objectives have been submitted and approved, the Check-In Phase will start. This is an integral part of the performance management process, as it provides time for employees to work on achieving the objectives ...

The Ratings Phase Explained The Ratings Phase of the performance management process focuses on evaluating the employee based on the objectives specified in their performance agreement. If the dual participation option is enabled in the review setup, both th...

The Recontracting Phase is similar to the objective-setting phase described earlier, with one key difference: a performance agreement has already been completed for the current performance year, and now a new one needs to be established. This guide assumes t...

Once each phase for each review period has been completed, the overall summary of the performance agreement can be used to review the performance cycle: This summary provides several important pieces of information: The overall score for the first revi...

People Groups The error displayed when viewing a list of employees on a people group (#125951) Problem The error displayed when viewing a list of employees on a people group   Solution I saw that there were changes made to the query and the query broke, ...

Some configuration and setup should be done before implementing the Performance Management module. The People Management module should be configured and set up. Users should be able to log in to the system and update their passwords.  Complete and rev...

Translations Themes translation not showing on Login (#126618) Problem The translations on the login page are not working Solution Ensure the translations pull through to the login page Ruleset Management Able to log into a deactivated rul...

Prerequisites Before proceeding with the setup, ensure the following: 1. Microsoft 365 Admin Access You must have Global Administrator or Application Administrator rights to: Register an app in Microsoft Entra ID (formerly Azure AD). Grant admin conse...

Ruleset Management Able to log into a deactivated ruleset (#126304) Problem The user could not log in immediately after a ruleset was activated / User could log in after a ruleset was de-activated.   Solution Bust the cache when activating/deacti...

Notifications The user who registers does not receive their email (#126173) Problem:When a new user registers on the system using the Identity auto registration functionality: The default appointment record did not get created leading to the user being se...

Translations Themes translation not showing on Login (#126618) Problem Translation is not pulling through to the login page   Solution Implement the translations on the login page   Ruleset Management Able to log into a deactivated ruleset (...

Performance Management Copy Over Scorecard (#128182) Problem When creating a new contract and selecting Copy From Another, only subordinate contracts for the current Review Year were returned, you then cannot create a contract for someone in the current...