Viewing, Editing, or Printing Forms - Performance Pro

To View, Edit, or Print Forms

Click Employee Documents.

Click Performance History.

Click the Forms tab.

If the form has already been marked Complete, no further edits can be made. Click the View icon to open the completed form.

If the form is Pending, Click the Edit icon to view and/or edit.

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

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 Completed, they can only view and print the items.

To print a form, click Print. Or click the PDF button to print through your PDF reader software. Signature lines for the employee and manager will be automatically added to the printed Form.

Note: When viewing completed Forms, be aware that the employee's position, department, division, and location displayed on the Form is the information that was current at the time the Form was saved as Complete.

Comment Edit History

Clicking the icon next to a Comment field will open a Change History box that allows you to view changes that have been made to the field. You will see a Preview link for each time changes were made to the text in the field. Clicking on the link will display the contents of the field at the time they were edited. You can then choose to use that content or not.

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