1.Login into My Heartist Portal >> Click on Performance tab under My Action as T&C

 

Graphical user interface, application, Teams Description automatically generated

 

2. Click on Performance Documents


3. Click on Create document



4. Select the review period



5. Specify the Performance model template to create:


-  2022 End of Year Wrap Up (with goals)

-  2022 End of Year Wrap Up (without goals)


6. Use criteria to select the employees: for example: specify a manager to select all his/her team members.


/!\ The manager’s direct reports are displayed in the search results. Please note that all employees matching the criteria are displayed even if they already have a performance document for this review period. We suggest you check first in the Performance Document search if the employee have an existing performance document to avoid creating a 2nd document. /!\ 


6. Tick the box on the left of the employee(s) then click on Continue



7. Select the Reason and then Click on Submit



The process runs every 15 minutes. After this time, the performance documents are effectively created.