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Item Detail
2H 2025 Edit
Enhancements to Latest Experience of Performance Management Forms
General Availability Info Only Customer Configured Impact: Low AI Enriched
Description

We made enhancements related to EZ Rater, printing, field display, and more. See More

Detailed Description

In the latest experience, the side-by-side view and rating gaps are automatically available to users who can access the Gap Analysis feature in the form header. If you want to allow users without Gap Analysis to be able to view the ratings side by side and the rating gaps, you can enable EZ Rater. With goal comments and learning activities included, all form content can be printed out.

Impact Assessment

This feature has limited impact but should be reviewed to confirm alignment with business processes in Performance Management implementations. In the latest experience, the side-by-side view and rating gaps are automatically available to users who can access the Gap Analysis feature in the form header. If you want to allow users without Gap Analysis to be able to view the ratings side by side and the rating gaps, you can enable EZ Rater. Implementation teams should verify that existing configurations remain valid and test core business scenarios after the upgrade to confirm correct behavior.

Test Recommendations
• Verify the feature is enabled and accessible from the expected navigation path or configuration area in a test environment. • Test the end-to-end scenario with representative test data covering both happy paths and error conditions. • Validate correct behavior across all relevant user roles and permission configurations (admin, manager, employee). • Test edge cases: empty or missing values, boundary conditions, concurrent users, and large data sets. • Confirm that existing integrations, workflows, and downstream processes are not affected by the change. • Validate report and dashboard output accuracy against source data and prior runs.
Product: Performance & Goals
Modules: Performance Management
Feature: Form Assessment
Reference: PMU-25066
Version: 2H 2025
Valid as Of: Nov 14, 2025
Latest Revision: Oct 03, 2025
Affected Areas:
Learning Performance & Goals Performance Management