This functionality sends the form to another manager for his/her assessment, for example when the employee had a new manager during the review period.
The Guided Learning can guide you through the tool:
1- Connect to the Talent Management Platform:
2- Click 'Guide Me'
3- Click 'TM - Talent Management Admin task'
4- Click 'How to transfer a Perf Doc to another Manager?'
Please find below a step by step:
1) Login into My Heartist Portal >> Click on Performance tab under My Action as T&C
2) Click on the task "Performance Documents":
3) To search a performance document, the Review Period and Employee Name/Manager Name/Department have to be filled out:
/!\ You can see the current Manager name. It is the name of the Manager who is charge of assessing the form but it can be different from the employee's direct manager within the organizational structure appearing in INES. /!\
*The Performance Document name is not mandatory.
4) After selecting the appropriate form, you can find the "Transfer" task in the "Actions" menu :
5) In the new page "Transfer Performance Documents" you can write down the future Manager and select the reason. Once selected, you can click on "Submit":
6) The transfer is directly effective and you can see the name of the new Manager of the Form:
