There are several team overview related settings by extending "Show advanced options..." link on route map setting page.
- Start of Review
This option indicates that performance review process starts from this step. All following steps, including this step, are shown on team overview page.
In a route map, there is only one step can be marked as "start of review".
- Out of Turn Access
With this option checked on, the step owner can review the form from team overview page before the form arrives in the user's inbox.
Please refer to this article for more information: 2078106 - Performance Management: PM v12 - Out of Turn Access
- If you wish to give the OOTA access to the Manager, then you will need to enable OOTA on the Manager's route map step.
OOTA steps can only be enabled after the "Start of review" step.
At this step, a "Confirm 1:1 Meeting" button will be shown on team overview. By clicking this button on team overview page, the form will be routed to signature/complete stage directly.
EM is the recommended role of 1:1 meeting.
Only the last modify step can be set as 1:1 meeting step.
Single step is the required step type.
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