Released April 28, 2022
Mass Assign Forms
A new feature is now available in Performance Pro that allows Admin users to mass assign a form. This is helpful if you have a form that needs to be completed by multiple users. You will now be able to mass assign the form instead of assigning it one user at a time through Performance History or by allowing each employee to assign it to themselves through the Form Inbox on the home screen.
The setting is found within the System Setup > Content Customization > Form Builder in the Form Properties of the individual Form. Choose the desired form from the Available Forms list and select the Form Properties button.
Check the Mass Assign Form checkbox.
A box will appear with assignment options. The two radio buttons at the top function as follows:
- Mass Assign Form to Employee’s Appraiser: The form will first go to the employee’s appraiser (but STILL be assigned to the employee), visible on the Performance History > Forms tab with that employee’s name selected.
- Mass Assign Form to Employee: The form will go first to the employee, visible in the Form Inbox on the employee’s home screen.
The next step is to select the users who should get the form assignment. Forms can be assigned by Employee, Position, Department, Location, Division, or Routing Group. Select the arrow icon within a category to open the options. Check the desired checkboxes and then press Select.
A warning message will appear with the following information:
- Once a form as been Mass Assigned, it cannot be unassigned or deleted in mass. It would have to be unassigned or deleted by going into each user’s Performance History > Forms tab individually.
- Once a form has been Mass Assigned, any future changes made to the form within Form Builder will not affect forms which have previously been Mass Assigned.
Select Assign and the form will be Mass Assigned to the selected users. A confirmation message will appear indicating the form has been successfully Mass Assigned. If you choose to not assign the form, select the cancel button and none of your changes will be saved.
The message will include a link to a report in .CSV format that contains information on the Mass Assignment. Click the link and then download and save the file as desired.
When you select Close on the confirmation message, the Form Properties will appear. It will also include a link to the report. This report will only show the most recent run of the report, If the form is Mass Assigned again, the report will be replaced with the new assignment information.
Once forms have been assigned, appropriate emails will be sent if an email address is present in Employee Data.