Excluded employees have always shown as Eligible to the Manager of Managers.

We’ve now replicated the view from a manager’s team plan; excluded employees will show in italics, and when hovered over will indicate they are excluded.

This new feature allows managers to allocate objectives from their own plan to their employees, much like they can do now from employee to employee.

When creating a new objective, the manager will now get the additional option to 'Create Copy (from my plan)'.

When requesting a large dataset export, we’ve reduced the number of records shown in the preview to 20.  This removes the failure to preview that sometimes comes up when returning a large dataset.

The first tab shows the number of users being returned by the query, with a reminder in the Preview tab that the preview is limited to 20 records. When you export, you’ll get the full list of records from your query.

This month we’ve rolled out new look and feel updates into Performance, giving further alignment with Pivot Remuneration as well as closer alignment with ELMO products.

The main changes that you’ll see are:

• Font, border, spacing and button sizes and style updated
• Alert messages show in green, yellow or red dependant on degree of alert or warning
• Assessment buttons are now Blue rather than client colour to avoid potential confusion with alert colours
• Panel headings are now white instead of grey

Any section with a lookup (drop-down) grouping will now sort by that grouping to keep like items together e.g. financial and personal objectives:

The 'Eligible From' date has always been a background date that drives what an employee sees based on when they were added to the Review Cycle. This ensures that employees added to the review after an interim review date won't see any interim review that are not relevant to them.

Sometimes it is necessary to backdate the 'Eligible From' date for an employee. We have now put the power to do this in your hands!

You can now roll it back to the actual date they were eligible from.

Note: This is roll back only, you can’t roll it forward - in those cases you should leave them excluded until they become eligible.

See The assessment panel for an employee says not required until X date  article in Pivot Support Centre for further information.

You can now see information about deactivated employees. This allows you to change the user ID for a user record, so user IDs can be reused.

E.g. James Bond (user ID jbond) has left Organisation X.  A new employee Jenny Bond has started and has been allocated the user ID jbond in Organisation X’s active directory.

In the performance system, Jenny’s record would error when importing because the user ID is already allocated. 

You can now change James’ user ID to something unique e.g. jbondOLD so that Jenny can have jbond going forward.

 See I'm getting an 'employee number/ID not unique' error article in Pivot Support Centre for more information.

There is now an option to rate items in the Matrix view for final ratings only; interim ratings are not included in this development. 

When you click on the Edit ratings button, any final ratings are editable in line as highlighted.