The Performance Document is an official document. After the meeting with the employee was held and your evaluation shared, you need to submit the Performance Document with your Employee for him to acknowledge and provide a final feedback.
The Guided Learning can guide you through the tool:
1- Connect to the Talent Review Platform
2- Click on 'Guide Me'
3- Click on 'TM - Manager'
4- Click on 'How to finalize the Performance Document?'
Please find below a quick step by step with screenshots if needed:
Log into My Heartist Portal >> Click on Performance tab under My Team Performance Evaluation
2) Click on Employee name hyperlink >> 3) Click on the performance document name hyperlink:
3) Review and evaluate the contents of each section of the evaluation >> Click on Submit button
4) After that, the document is sent for approval to the employee and can no longer be editable. Now current performance document task should be "Provide Final Feed back".
