Add to your performance journal and send praise to someone

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

The performance journal holds information that relates to how you met your goals or how you performed during a period. You can also praise the actions of a co-worker from the journal. The demo data company used to create this procedure is USMF. This procedure is for a feature that was added in Dynamics 365 for Operations version 1611.

  1. Go to All workspaces > Employee self service.
  2. Click Performance journal.
  3. Click New.
  4. In the Title field, type a value.
  5. In the Description field, type a value.
    • The performance journal date is the date that the journal was created.
    • The source represents where the performance journal came from. When you create one, it comes from My journal. If your manager creates one, it comes from the Manager journal.
    • You can share this journal with your manager or make it only visible to you.
  6. In the Start date field, enter a date.
  7. In the Date completed field, enter a date.
  8. Select Yes in the Development plan field.
  9. In the Keywords field, type a value.
  10. Click Add external link.
  11. In the Description field, type 'Envision'.
  12. In the Internet address field, type 'https://www.microsoft.com/en/envision/default'.
  13. Click on the caption below the Save button called "Performance journal" to return to the grid.
    • You can add the selected journal or journals to a goal so that it appears when you open the goal. A link will be added in the Links fast tab. If you add a journal to a goal and then add the goal to a review, the journal will appear on the review automatically.
    • You can add the selected journal or journals to a review so that it appears when you open the review. A link will be added in the Links fast tab.
  14. Click Quick add.
  15. In the Title field, type a value.
  16. In the Description field, type a value.
  17. Click Save.
  18. Click Send praise.
  19. Select a person from the list of employees in the company.
  20. In the Description field, enter 'Thanks for all the help at the conference!'.
  21. Click Send.