Setting Up Performance Type

Should you wish to add a performance type for the performance management records, you will be able to do so by following the steps outlined below.

Step 1: Go to Settings from the sidebar.

Step 2: Under the Record Setup tab, click the Performance Types tile.

Step 3: You will land on the Performance Types List page. Click Create button. 

Step 4: Enter the name of the new performance type. Add a Category and/or Stage. Note: Type and hit Enter to add.

Click Save. 

The new performance type will be added to the list and will appear when adding a Performance management record.

Here is a video on how to do the process.

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