Assign a performance activity to an organisation or position
  • 27 Jul 2022
  • 1 minute to read

Assign a performance activity to an organisation or position


Article Summary

After creating a performance activity and adding your content, you are ready to assign the performance activity to users.

You can assign a performance activity to specific positions or organisations by following these steps:

  1. Go to Quick-access menu > Activity management.
  2. Click the activity to which you wish to assign users.
  3. On the Assignments tab, click Add group.
  4. Select Position or Organisation from the dropdown list.
  5. Select the position(s) or organisation(s) you wish to assign by ticking the box in front of them. You can select any number of positions or organisations.
  6. Click Add.

Your selections will now be displayed on the Assignments tab.

You can freely add or remove positions and organisations once the activity is Active (i.e. it has been activated).

You can edit your positions and organisations after assigning them to a performance activity. If a position or organisation is removed then any subject and participant instances that have been created will be unaffected. If a user is removed from the position or organisation with an assigned performance activity then no new instances will be created.
A user can only be assigned once, i.e. if they appear in multiple assigned organisations or positions, they are still only assigned to a performance activity once.

Next steps

C040 - Check-ins(2)Get involved in the conversation about Performance management in the Totara Community. 

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies. 

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