Generating Performance Point Value Balances

Generate an initial performance value for a group of employees in the Performance Value Balance screen.

The OPS > Workforce Management > Performance > Performance Value Balance > Quarters property defines whether performance point values will be generated on a quarterly basis, or one time only.
  1. Open the Performance Value Balance screen and set the Context (F3).
    1. Select the Date for which to look for matching employees.
    2. Select the Agency, Division, Employee Type, and Status Type by which to look for matching employees.
    3. Select the Performance Types for which to generate point balances.
    4. If the Quarter Option is shown, select the quarter for which to create the point balance.
      The selected Quarter Option.
  2. Select Generate Performance Value: Generate Performance Value
  3. In the Performance Value Generation dialog, do one of the following:
    • Select Select all employees from context.
    • Select Employee and enter the name of the employee for whom to generate a points balance.
  4. If available, define the Effective Date for the point balance.
    The Effective Date field.
    This option is only available if the Quarters property isn't selected.
  5. Enter the Performance Value to be used as the opening points balance for the selected employees and any Comments.
  6. Select OK.
    Performance values are generated for each performance type selected in the Context. When using quarters, performance values are updated to 0 for performance types not selected in the Context.
Open or refresh the Employee Profile screen to see the generated employee Performance Points. If needed, make any performance adjustments.

To see the details of the points generation, check the OPS Process Log.