Exploring Views

Continuous Performance Management uses Channels as a way for people to organize activities for sharing and discussing performance.

• Manager - By default, shows when the user has a manager.
• Direct Reports - By default, shows when the user has direct reports.
• Additionally, Matrix Managers, Matrix Reports, and Other Channels can be displayed, if the features for Matrix Relationship channels and Multiple Role Support are enabled by an administrator. For the other channels, an Invite button can be made visible to send an invitation to other users and have a 1:1 channel to discuss activities and achievements in common.

Activities can be created and linked to up to 20 Performance and 20 Development Goals across different goal plans. Goals can be linked from the following dialogs: Create Activity, Create Achievement, Edit Activity, and Edit Achievement.

Attachments can be added to each activity to provide additional context or demonstrate work associated with the activity.

The status defined to prompt an achievement will display an option to Mark as an achievement and designate when it was achieved (Date Achieved field). In the example figure below, when the Status field is updated to Complete, the achievement display is prompted.

You can also drill down into Activity Details to post an update, link activity to a goal, view linked goals, view existing attachments, add new attachments, or even request feedback.

After selecting the Request Feedback button, a dialog named Request Feedback on Current Activity will open, if Continuous Feedback is enabled.

A new checkbox called Show Activity to Recipients is available and is deselected by default. Users can send activity information with their feedback request by selecting this checkbox. The information includes the activity name, status, and last updated date.

If feedback has been received, the feedback is shown at the bottom of the Activity Details screen. The View more link can be used to access the Linked Activity dropdown.

The Meeting View in the latest Continuous Performance Management (CPM) version includes the ability to add private notes visible only to the owner.

Current Activities can be displayed by Status/Goal and any Discussion Topics to review other topics not specifically related to the Activities.

A snapshot will be captured on Meeting finalization and accessible through the Meeting History.

Activities that were completed can be tagged as achievements. These will be available from the Achievements View.

New achievements can be added from this view, and an associated activity will also be created in this step.

Additional filtering options can display only those achievements from a specific date range or 3, 6, or 12 months.

The Activity Status that triggers an achievement, generally Completed, can be changed from the Admin Console, if needed.

In addition, users can link an achievement to up to 20 performance goals and 20 development goals across different goal plans. Goals can be linked from the following dialogs: Create Activity, Create Achievement, Edit Activity, and Edit Achievement.

The figure below shows an example of the Create Achievement dialog with the Linked Goals section.

• Channels are used to organize activities for sharing and discussing performance.
• Activities can be created and linked to up to 20 Performance and 20 Development Goals across different goal plans.
• Activities that were completed can be tagged as achievements. These will be available from the Achievements View.

• The Meeting View includes adding private notes only visible to the owner.