About Performance Value Balance Management

The Performance Value Balance Management screen lets you define initial performance point value balances based on employee performance types.

Initial performance point values can be defined once, or on a quarterly basis. Point values for employees are generated for each available performance type. After generating initial values, you can make adjustments for individual employees in the Employee Profile screen.

You can only generate performance values if the following properties and permissions allow it.

Table 1. Performance Value Balance Properties
Property	Description
OPS > Workforce Management > Performance > Calculate Performance Balance	If selected, you can deduct from performance values in the Performance Value Balance screen.
OPS > Workforce Management > Performance > Performance Value Balance > Quarters	If selected, the Performance Value Balance screen allows users to generate opening performance points values for employees per quarter. If cleared, performance value balances are generated for the From Date of the employee's first Status record. Selected by default.

Table 2. Permissions Required for Performance Value Balance
Permission Key	Description
OPS > Workforce Management > Performance Value Balance > Delete	Ability to delete Performance Value in the Performance Value Balance screen.
OPS > Workforce Management > Performance Value Balance > Edit	Ability to edit Performance Value in the Performance Value Balance screen.
OPS > Workforce Management > Performance Value Balance > Generation	Ability to run performance generation in the Performance Value Balance screen.
OPS > Workforce Management > Performance Value Balance > View	Ability to view Performance Value in the Performance Value Balance screen.