Performance Pro/Compease Integration
Toggle Between Applications
Select the icon in the top right corner to toggle between the two applications. If the user does not have access to the application, they will not see the icon.
Shared Fields
- The below fields are now updated simultaneously when updates are made in either application.
- Username
- Employee ID
- First Name
- Last Name
- Middle Name
- Hire Date
- Appraiser / Supervisor
- Department
- Division/Branch
- Location
- Email Address
- Termination Date
- License Counts
- The below fields can only be updated from the application listed:
Compease Performance Pro
- Location - Is Appraiser
- Job Title - Appraiser
- Salary Information - Position
Adding New Employees
- Add new employees in Performance Pro.
- Once an employee is added you will receive a pop-up message that states the following: “Please complete the required Employee Information in Compease.”
Job and Salary Information will need to be added/completed in Compease.
- In Compease, you will receive a message to “Complete Missing Required Fields” for a new employee when selected in Employee Master.
- The “Employee Missing Required Fields” report in Compease will show all the required Compease fields that will need to be completed in Compease once you add a new employee into Performance Pro.
Please Note: Compease Merit Planning cannot be fully utilized if there is missing required information for any employee.
Terminating Employees
- Terminating employees is completed in Performance Pro.
- Employee can be reinstated in the Compease application.
Job Title vs. Position
- The Job Title in Compease drives the Grade/Salary Range.
- The Position in Performance Pro drives the Appraisal.
- These fields are not connected and will need to be updated in both applications.
Performance Levels
- Performance Level, Last Performance Rating and Last Appraisal Period will now update in Compease when the appraisal is marked “Complete” or “Share with Compease” is selected in Performance Pro. These fields cannot be altered in Compease once the integration takes place.
Adding Licenses
- New licenses will now be added in Performance Pro and will update for both Performance Pro and Compease.
Salary Information
- Salary information from Compease will now be visible in Performance Pro on the Salary Tab unless hidden within Company Settings.
- Salary data from Compease will be visible but cannot be altered in Performance Pro.
Importing Employee Data
- The import tool in Performance Pro will now be used to mass update information for both applications. The Data Bridge in Compease will no longer be available.
