Performance Pro-Viewing, Editing, or Printing Forms-New Interface

To View, Edit, or Print Forms

Click Appraisals & Forms.

Select the employee.

choose EE

If the form has been marked Complete, it will appear in the Historical Appraisals & Forms table. No further edits can be made to it. Click the View icon to open it.

view

Click Print or Save to PDF if desired.

print pdf historical

If the form is still pending and not complete, click Open on the form card in the Current Appraisals & Forms section.

open-Sep-23-2024-10-54-02-6232-PM

Click Print or Save to PDF.

print pdf pending

If edits are needed, make any desired edits. Changes will automatically save. If the form is final and no edits will be needed, click Save as Complete.

save-3

NOTE

Appraisers and those with Downline Edit ability may view, print, and edit forms with a pending status, regardless of who created the item. However, once the form has been saved as complete, they can only view and print.
When viewing historical completed forms, be aware that the employee's position, department, division, and location displayed on the form is the information that was in place at the time the form was saved as complete.