With the new user interface, all the functionalities are gathered under a single task called "Performance Documents".
As an HR, I can:
1- complete performance documents
2- reopen performance document
3- cancel performance document
4- restore performance document
5- delete performance document
6- transfer performance document
7- change due date
8- move task back
9- move task forward
10- send email for overdue task
Please find below a step by step:
1) Login into My Heartist Portal >> Click on Performance tab under My Action as T&C
2) The task "Performance Documents" is now available:
3) To search a performance document, the Review Period and Employee Name/Manager Name/Department have to be filled:
4) Once selecting the right form, on the "Actions" menu, you can find all the requested tasks:
