Performance Overview | Set up Performance Overview

Setup tasks

1. Set up performance reviews. Performance Overview relies on settings for the Performance Review process to display performance reviews. Follow the Performance Review setup tasks to set it up first.

   Redesigned Performance Overview released in Y24.2 release requires performance review templates.

2. Set policy options for Performance Overview.

3. Add the fields you want to display in the Details section in WX to the WX Performance Overview Details Section field set.

   You can use fields from the Team Member object.

   This field set is not used in the redesigned Performance Overview in Y24.2 release.

4. Create the Performance Overview WX process.

5. Assign a permission set to WX users.