Assign a performance activity to an individual

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

To assign a performance activity to individual users, follow these steps:

  1. Go to Quick-access menu > Activity management.
  2. Click the activity to which you wish to assign users.
  3. Select the Assignments tab.
  4. From the Assign users dropdown menu, select Individual users.
  5. Browse, filter, or search for the user(s) you want to add.
  6. Select the user(s) using the tick box in front of their name.
  7. Click Add.

The activity is automatically saved after adding assignments. 

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

A user can only be assigned once, i.e. if they appear in multiple assigned organisations, positions, or audiences, they are still only assigned to a performance activity once.

Next steps

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

Join the Totara Community for more resources to help you get the most out of Totara. 


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