HRMS › Performance & Talent
Review Workflow Steps
Each step, in order: what it is, who acts (the employee, their manager, the manager’s manager, or a role) and how many days it has.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Review Workflow Steps
Address in the console: /hrms/review-workflow-steps
List · 6 columns · 6 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Workflow | Code | workflow_code |
| Order | Number | seq |
| Step | Status | step |
| Who acts | Status | actor |
| Role | Code | role_code |
| Days | Number | due_days |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Workflow required | Choice | Looked up from existing records | |
| Order required | Number | ||
| Step required | Choice | self_review, manager_review, calibration, approval, acknowledgement | |
| Who acts | Choice | employee, manager, skip_manager, role | |
| Role code | Text | When a role acts: for example hr. | |
| Days | Number |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Performance & Talent
RecordsPerformance CyclesOpenRecordsPerformance ReviewsOpenRecordsGoalsOpenRecordsGoal Check-insOpenViewCheck-in StatusOpenRecordsDevelopment PlansOpenRecordsDevelopment ActionsOpenRecordsReview WorkflowsOpenViewReview HistoryOpenRecordsTalent ProfilesOpenRecordsSuccession PlansOpenRecordsSuccession CandidatesOpen