Adding and Managing People at the Performance Module Level

There are two tabs on the Module level People page, but they mean different things.

  • The People tab displays people who are members of Instances in the current Module, as well as people only at the Module (i.e. Assignments). By and large, a Performance Module does not store people “in” the Module. Most people are added and stored only in Instances, since that’s where evaluation takes place.
  • The Module Assignments tab displays people assigned to one or more Module roles (i.e. Overlord, Overseer). These are people who usually are not members of any Instances.

 

As a result, at the Module level, you’ll add people to Assignments. The process is similar to adding people in Instances (except the Join Code and Email Invite methods are not available at the Module level).

 

 

 

Adding Assignments

To add assignments in any Module, you can enter manually, import via spreadsheet, or import from another Module or Instance. At least one Role must be in place before adding people to these assignments.

 

 

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Version(s): GideonSoft 2022 Release 3 and later