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Add to your performance journal and send praise to someone

Applies to these Dynamics 365 apps:
Human Resources

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.

  1. Go to All workspaces > Employee self service.
  2. Under Additional information
  3. Click Performance journal.
  4. Click New.
  5. In the Title field, type a value.
  6. The performance Journal date is the date that the journal was created.
  7. The Source field 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.
  8. Select the Share with manager if you would like to share this journal with your manager or make it only visible to you.
  9. In the Start date field, enter a date.
  10. In the Date completed field, enter a date.
  11. Select Yes in the Development plan field.
  12. In the Keywords field, type a value.
  13. On the Links FastTab.
  14. Click Add external link.
  15. In the Description field, type 'Envision'.
  16. In the Internet address field, type 'https://www.microsoft.com/en/envision/default'.
  17. Click 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.
  18. Click Quick add.
  19. In the Title field, type a value.
  20. In the Description field, type a value.
  21. Click Save.
  22. Click Send feedback.
  23. Select a person from the list of employees in the company.
  24. In the Description field, enter Thanks for all the help at the conference!.
  25. Click Send.