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2.4. Starting a process in Perform - Supervisors

  • Sign in to Perform
    • Click on My Staff

    • Click on the All Staff tab
    • Click on Start A Process for the Staff Member you are assigning a process to
    • Using the drop down arrows select the Process Type, Process Name, Job Type and the Due Date

    • A Due Date must be entered. It is not optional.
    • Click on Assign Process
    • Once you have assigned the process, the page will refresh back to your All Staff tab
    • Click on the Folder button for the staff member that was assigned a process
    • Select View next to the process you would like to begin
    • Once you have completed your form and are ready for your staff member to review and sign click on Save & Submit
    • If you need to save and return to the form at a later time click on Save Progress





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← TalentEd Records vs Perform