HR Performance Solutions Knowledge Base

Listing of articles related to routing

Routing is the process of sending Forms and/or Appraisals from one manager/appraiser to another for feedback or approval. The items can be reviewed and edits made, Notes attached, and approval or disapproval given. The routing process is all handled within Performance Pro, although emails can also be utilized to notify recipients.

Below is a listing of some of the articles in our Knowledgebase related to setting up and using the routing process in Performance Pro. Simply perform a search in Knowledgebase for the article title or click on the link.

ROUTING SETUP

Activating the Routing Feature http://hrperformancesolutions.helpjuice.com/9079-system-setup/activating-the-routing-feature

Setting up Routing Features

http://hrperformancesolutions.helpjuice.com/9079-system-setup/setting-up-routing-features

Setting up and Assigning Routing Paths

 http://hrperformancesolutions.helpjuice.com/9079-system-setup/setting-up-and-assigning-routing-paths

Routing Group

http://hrperformancesolutions.helpjuice.com/9079-system-setup/routing-groups

Adding, Editing, and Deleting Company Units

http://hrperformancesolutions.helpjuice.com/10173-routing-setup/pp-adding-editing-and-deleting-company-units

WORKING WITH ROUTED ITEMS

Routing an Appraisal (Appraiser or Admin) 

http://hrperformancesolutions.helpjuice.com/9075-finish-appraisal/how-do-i-route-an-appraisal-appraiser-or-admin

Routing a Form

http://hrperformancesolutions.helpjuice.com/9072-performance-history/routing-a-form

Responding to a Routed Item (Appraiser/Admin)

http://hrperformancesolutions.helpjuice.com/9075-finish-appraisal/responding-to-a-routed-item-appraiser-admin

Adding a Note to a Routed Item (Appraisal or Form)

http://hrperformancesolutions.helpjuice.com/9072-performance-history/adding-a-note-to-a-routed-item-appraisal-or-form

Viewing the Routing History and Notes of Routed Items (Appraisals or Forms)

http://hrperformancesolutions.helpjuice.com/9072-performance-history/viewing-the-routing-history-and-notes-of-routed-items-appraisals-or-forms

Reviewing Edits Made to Forms you Routed

http://hrperformancesolutions.helpjuice.com/9072-performance-history/reviewing-edits-made-to-forms-you-routed

UNUSUAL ROUTING SITUATIONS

Handling Unusual Routing Situations

http://hrperformancesolutions.helpjuice.com/10173-routing-setup/handling-unusual-routing-situations

Stopping a Route in Progress (Appraisal)

http://hrperformancesolutions.helpjuice.com/9075-finish-appraisal/stopping-a-route-in-progress-appraisal

Canceling a Currently Routed Form

http://hrperformancesolutions.helpjuice.com/9072-performance-history/canceling-a-currently-routed-form

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