This help guide will show you how to create and manage Processes & Guidance Configuration (Review Interactions).

Contents

• Introduction
• To create a process and guidance
• To add actions to the process
  • Product link
  • Download
  • External Link
  • Upload
• To use a process

Introduction

• Employees often take part in key meetings with their manager or HR - like probation reviews or annual appraisals. These meetings work best when they follow a clear, consistent format
• Processes and Guidance (formerly Review Interactions) help structure these conversations by outlining the topics to cover, reducing the chance of missing important points
• This guide covers a probation review and how you can set defined steps to guide the discussion and support effective outcomes

To create a process and guidance

• Go to Performance & Development > Performance & Development Configuration > Performance & Guidance Configuration
• A list of the any existing processes will be presented
• Click Insert New Record
• Give the process a Description and add any Help Text which may assist someone who is going to be following it
• If required, select an icon to be displayed on the tile layout, the colour and size of the tile and whether Order Numbers are to be included

• Click Update

To add actions to the process

• Click on the name of the process to which Actions (steps) are to be added
• Click on the tab labelled Add Action
• Click Insert New Record
• A screen for the Action Details is presented
• Give the Action a Description, choose the action Type, Icon, type Help Text as before. Dependent on the type of link that is being created there may be further options to complete
• Click Update
• Carry on creating as many actions as is required for the process

Product link

• Product links connect to other pages in the system
• Choose Product Link as the Action Type
• From the Page Link drop down choose the page that by clicking on the icon you will be taken to
• Complete all the other fields as required and click Update

Download

• Downloads files can be added for the user to download
• Choose Download as the Action Type
• Click Select Files (you can also drag and drop onto the button) to choose the relevant file to download
• Complete all the other fields as required and click Update

External Link

• External links will redirect a user to a separate URL
• Choose External Link as the Action Type
• Enter the External Link to be accessed
• Complete all the other fields as required and click Update

Upload

• Upload gives a user the opportunity to upload files as part of the process
• Choose Upload as the Action Type
• From the File Category drop down choose the document category that the uploaded file will be stored against
• Complete all the other fields as required and click Update

To use a process

• Go to Performance & Development > Processes & Guidance
• The available interactions will be presented

• Click on the required process
• The screen will display the Actions within the process so the employee can follow the steps and associated features