Share With Compease - Performance Pro

Ad-Hoc Appraisal Score Sharing with Compease

When Performance Pro is integrated with Compease and the “Cumulative Score to Compease” setting is NOT active, there will be a new “Share with Compease” button visible to Admins, primary appraisers, and uplines (with downline view) on the Appraisals > Finish Appraisal > Complete tab.

When selected, the following fields in Compease will update, and any changes will automatically be shared with Compease.

Performance Level: This field will display the final “word” value on the current default appraisal. It is not affected by concurrent appraisals.

Last Appraisal Period: Displays the start/end date range of the current default appraisal.

Last Performance Rating: Displays the numerical value of the last completed default appraisal. (If scores are hidden in your system, this field does not show a value.)

Once the appraisal is marked “Complete” from the Complete tab, the system will perform a check to see if any of the three fields above have changed since “Share with Compease” was clicked. If any have changed, they will update appropriately.

Once “Share with Compease” is clicked, it will become grayed out and unable to be unshared. The timestamp of when it was clicked and by whom, will display below the button.

A new optional column is now available on the Score History report. The new column is titled “Shared with Compease Status”. By default, it will be unchecked.

If selected, the column will display on the report. It will show when the score was shared with Compease. If it has not been shared with Compease, the field will be blank.

Note: If exported, the column will show regardless of if the setting was checked or not.

Note: This column only applies to current default appraisals. All other appraisals (concurrent appraisals) will always display as blank for this column.