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Work.com: What needs to be verified before deploying a performance summary cycle?

Knowledge Article Number 000206259
Description Before deploying a Performance Summary Cycle make sure to confirm the following information: 

1. Verify all users are active and have a Manager assigned
 
Using the “All Active Users with Managers” Work.com reports located under Performance Summaries Report folder, perform administrators can check participants’ status and if a manager has been assigned. In order to see active users only, add a filter to the report where "Active equals True".
 
Detailed steps on how to create the report:
  1. Go to Reports tab
  2. Search for Performance Summary Reports folder and click on it
  3. Click on the “All Active Users with Managers” report
  4. Click on the Customize button
  5. Click to add a new filter where “Active equals True
  6. Drag and drop other fields that you would like to see in the Preview section such as Manager Full Name, Active, User Full Name etc.
  7. Save the report and click Run Report button

2. Verify all users have Work.com feature license or Work.com Only profile assigned

Use the Standard "Users" Salesforce report to verify if participants in the performance summary cycle have a Work.com Feature License or Work.com Profile assigned

 
  1. Navigate to the Reports tab
  2. Click on the “New Report...” button
  3. Under Administrative Reports folder, select Users
  4. From the Fields section, search for # Work.com User field
  5. Drag the # Work.com User field to the Preview section
  6. Save the report and click on the Run Report button

3. Verify Work.com Object permissions

All participants in the performance summary cycle, including the Performance Cycle Administrator, must have proper access permissions to Work.com Objects. To verify whether a participant has the correct access permission to Work.com Objects, follow the steps below:
  • If your organization uses permission sets
  1. Navigate to Setup | Administer | Manage Users | Permission Sets
  2. Find the Work.com permission set and click on it
  3. Refer to the Recommended Work.com Permission Sets documentation for details on which permissions a participant needs.
  4. Click on the "Manage Assignments" button
  5. You will see a list of users that have the permission set assigned
  6. Verify that the all performance summary cycle participants have the permission set assigned
  • If your organization uses Profiles to manage permissions to objects
  1. Navigate to Setup | Administer | Manager Users | Profiles
  2. Find the Work.com profile and click on it
  3. Refer to the Recommended Work.com Profiles documentation for details on which permissions a participant needs
  4. Click on View Users button to see the list of users with the particular Work.com profile




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