Performance Period

Support ›› Manual ›› Human Resources Management ›› Setup ››

Parent
Previous
Next


 

 

       Performance Period


 

         Use this sub-module to create Performance Periods into the system.

To access this window, click : Human Resources Module -> Navigate -> Setup - > Performance Period.


 

The following screen will open up 


 

Performance Period Fig 1


 

Creating Performance Period :


 

Click on the create button to open the following screen:


 

Performance Period Fig 2


 

On the above screen : 

Provide the  Name.

Click 

to Select Start Date  or alternatively type in the date.

Click 

to Select End Date or alternatively type in the date.


 


 

       Click on Create button to Create the period into the system. 

On successful completion you will get a pop up message confirming that the operation was successful.


 

                         


 


 


 

Editing A  Performance Period:


 

 Identify the performance Period record : 


 

Performance Period Fig 3


 

      Click on the edit icon

 against the period to open the following screen :

                                                                                                               

Performance Period Fig 4


 

On the above screen :


 

Make changes to the Name, Start Date & End Date fields. 


 

NOTE: 

                      Always ensure that the Is Active ?  column for the flagged period reads true as shown here: (There can only be one active Performance Period)

Performance Period Fig 5


 

For an Performance period to be used check the Period is active flag in the edit window as shown below;


 

Check on Period is Locked if period is Locked


 


 

                           Update to commit the changes into the system. 

On successful completion you will get a pop up message confirming that the operation was successful.


 

                     

Created with the Personal Edition of HelpNDoc: Generate EPub eBooks with ease

All Rights Reserved.