Identifying Continuous Performance Management Integrations

Learn how to enable Continuous Performance Management in the instance, and grant permissions to the administrator, all managers and employees in the organization.

ExerciseStart Exercise

1. Enable Continuous Performance Management in your instance.

   1. Navigate to Performance Management Feature Settings using Action Search.

   2. Select the option Enable Continuous Performance Management.

   3. Choose Save. A Successfully saved! confirmation dialog will display. Choose OK.

   The latest version of Continuous Performance Management will be enabled by default when turning on this option.

2. Add Continuous Performance Management Permissions using this table.

   Continuous Performance Management Permissions

   Permission Category	Permission	Role
   Continuous Performance Management User Permission	Access to Continuous Performance Management	PMGM Admin, Managers and All Employees
   Continuous Performance Management	Set View / Edit permissions for: Achievement Activity Discussion Topic	PMGM Admin, Managers and All Employees
   Manage Continuous Performance	Access to Administrative Configuration page	PMGM Admin

   Hint

   Achievement, Activity and Discussion Topics are MDF Objects that need to be imported into the instance. They may not appear immediately. In that case, you can perform a Metadata Refresh navigating to OData API Metadata Refresh and Export using Action Search, and select Refresh.

   1. Navigate to Manage Permission Roles using Action Search.

   2. Enable the permissions using the table provided above.

Learn how to validate Continuous Performance Management configuration, enable additional features and grant the additional permissions to the administrator, all managers and employees in the organization.

ExerciseStart Exercise

1. Enable Continuous Performance Management configurations.

   Note

   When accessing Continuous Performance Management Configuration page, you may see an OData error pop-up message, and the Activity Status section is empty. You can follow these steps to ensure the CPM configuration is successfully completed:

   1. Navigate to OData API Metadata Refresh and Export using Action Search, and select Refresh to refresh the cache. Log out and log back in to the instance.
   2. Navigate to Continuous Performance Management Configuration and run the Validation tool.
   3. You may notice an error on the Initial Configurations. If so, choose Run Import Jobs, available in the solution proposed by the validation tool.
   4. The validation tool should not display any errors now. Close the tool, log out and log back in to the instance.
   5. Navigate back to Continuous Performance Management Configuration from the Action Search and verify the Activity Statuses are visible. Continue with the exercise steps.

   1. Navigate to Continuous Performance Management Configuration using Action Search.

   2. In General Configuration , choose Validate button to validate configurations. If you receive any error, refer to the note above to troubleshoot.

   3. Leave Activities View as the Default View when navigating to Continuous Performance Management.

   4. In Feature Configuration, verify that the following features are already enabled:

      • Enable "Discussion Topic"
      • Enable Meeting Notes
      • Enable Multiple Role Support

   5. Select the following options:

      • Enable Continuous Feedback
      • Enable Activity Feedback Linking
      • Disable Deleting Feedback
      • Enable Attachments on Activities
      • Hide the meeting histories of previous managers from the new manager

   6. Choose Save Configuration .

2. Grant the additional permissions to PMGM Admin, Managers and Employees roles, following this table:

   Additional Permissions

   Permission Category	Permission	Role
   Continuous Performance Management User Permissions	Select All	PMGM Admin, Managers and Employees
   Manage Continuous Performance	Admin Access to Delete Continuous Feedback Page	PMGM Admin

   1. Navigate to Manage Permission Roles using Action Search.

   2. Enable the permissions using the table provided above.

Learn how to navigate and use Continuous Performance Management as an employee.

ExerciseStart Exercise

1. Entering the instance as an employee, go to the main menu and navigate to Continuous Performance. Complete the following actions:

   • Create two activities.
   • Add a link to one of your Performance Goals for the first activity.
   • Post an activity update on the second activity.
   • Complete the second activity and mark it as an Achievement.
   • Start a Meeting with your manager and verify that you can see your recent changes.
   • Add a Discussion Topic.
   • Add a private note in Meeting Notes and save it.

Learn how to navigate and use Continuous Performance Management as a manager.

ExerciseStart Exercise

1. Entering the instance as a manager, go to the main menu and navigate to Continuous Performance. On the Active Channels column, select your employee. Complete the following actions

   • Create an Activity on behalf of the employee.
   • Change the link to a different Performance Goal for the first activity. If there is no other goal, you can create a goal on behalf of your employee and link it to the activity.
   • Post an activity update on the second activity and verify that you can see employee’s update.
   • In the Achievements View, verify that you can see the achievement that the employee marked from an activity.
   • Send a feedback request on behalf of the employee to one of your direct reports.
   • Start a Meeting with your employee and verify that you cannot see their private note. Mark your employee’s discussion topic as discussed.
   • Save and Finish to capture the meeting.