Create Custom Performance Statuses

Eagle Performance allows you to maintain a status along with performance data. You can assign performance data a status of Preliminary or Final, such that preliminary data can be recalculated, while final data is locked down and cannot be recalculated. In addition to using the default Preliminary and Final statuses, your organization can use the Commit Journal to track additional performance statuses that occur after Preliminary and before Final. For example, you can create a status named Reviewed that occurs after Preliminary and prior to Final.

You can create up to nine custom, or user-defined, performance statuses that Eagle Performance can treat either as it does Preliminary statuses or as Final statuses. Performance System Parameter 45 can be set to Y or N.  The default setting is N and allows the recalculation of any performance records assigned a custom performance status.   When set to Y custom statuses are treated as Final and are locked down and cannot be overwritten.

When adding custom performance statuses, create a code value with a short description of the number 1 to 9 and a corresponding long description that describes the status. Add the codes with short descriptions that indicate the workflow order in which you process the statuses. For example, if you add statuses 1 (Under Review), 2 (Reviewed), and 3 (Waiting for Marketing Approval), Eagle Performance assumes you use a workflow order of:

• P – Preliminary

• 1 – Under Review

• 2 – Reviewed

• 3 – Waiting for Marketing Approval

• F – Final

To create a code value for a custom performance status:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Codes in the Start Search text box.

3. Click the Codes (ETL Center) link to access the System Management Center.
   You see the Codes page.

4. Click the code, IPERFSTATUS, which has a long description of Performance Status.

   Open

   

5. The Code Values page appears. By default, the code list does not contain any entries, and your default workflow includes a status of P (Preliminary) and F (Final).

6. Click the Add link, and enter a short description and long description for the code value associated with each custom performance status.
   The Code Values page displays the entries you created.