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Item Detail
1H 2025 Edit
Latest Experience of Performance Management Forms
General Availability Info Only Customer Configured Impact: High AI Enriched
Description

We redesigned the user interface of the Performance Management form, introducing a streamlined, flexible layout along with many other user experience enhancements.See More

Detailed Description

The Latest Experience of Performance Management Forms introduces a redesigned user interface with a vertical navigation bar, table-based layouts for ratings, and dynamic side panels for interactive elements. The General Information group allows administrators to hide certain form sections from the main view and display them in side panels instead. Additionally, the latest experience incorporates AI features including AI-Assisted Performance Insights, AI-assisted writing tools for comments, and AI-Assisted Goal Creation.

Impact Assessment

This redesign significantly impacts how users interact with Performance Management forms, changing the navigation structure, rating input methods, and information display. The shift from circle ratings to slider ratings and the reorganization of gap analysis information requires users to adapt to new workflows. Administrators must reconfigure form templates to leverage the General Information group and new AI features, affecting implementation timelines and user training requirements.

Test Recommendations
• Test vertical navigation functionality to ensure all form sections are accessible and properly displayed • Verify table view rendering for skills, competencies, goals, and summary sections • Test side panel expansion and collapse for interactive elements with right arrow icons • Validate General Information group configuration and section movement in Admin Center • Test slider rating functionality including hover behavior and rating value display • Verify rating gap display in both header and individual skill/competency sections • Test AI-Assisted Performance Insights, AI-assisted writing tools, and AI-Assisted Goal Creation features • Validate that circle ratings on existing forms convert to stars when latest experience is enabled • Test Linked Activities area functionality including activity creation and feedback viewing • Verify summary section displays item ratings correctly in both regular and goal competency sections
Product: Performance & Goals
Modules: Performance Management
Feature: Form Assessment
Reference: PMU-24550
Version: 1H 2025
Valid as Of: May 16, 2025
Latest Revision: Apr 11, 2025
Affected Areas:
Performance Management Forms Form Templates Rating Styles Navigation Gap Analysis Goals Management Skills and Competencies AI Features User Interface Admin Center