Changes to personnel
  • 09 Nov 2022
  • 2 minutes to read

Changes to personnel


When using Totara Perform you may need to deal with a personnel change, such as a change in manager or a new hire.

The subject(s) of an activity are determined by assignment to an activity. The responding participants are determined based on the subject/participant relationships at the time a subject instance is generated.

Managing participant changes

In the case of repeating activities, or if the activity creation window is open, the cron subject instance creation task runs repeatedly. Each time a subject instance is generated, participant instances are also created for the activity relationships associated with that subject.

Participants may also be added manually. Participant instances that are added manually are relevant for that single subject instance only. They have to be selected every time a subject instance is generated, even if it is a repeating activity. You can see more about manually adding participants on the Manually managing performance activity availability page. 


Dynamic participant instance creation and closure

In Totara Perform there are two settings that control the creation and closure of participant instances, both of which can be enabled via Configure features:

  • Enable role change participant instance creation: At the next cron run a participant instance will be created for any user in an activity relationship where that user does not already have an activity instance. For example, ActivityA for SubjectZ has a participant, Manager1. When the activity is activated, participant instances are created for SubjectZ and Manager1. After this, SubjectZ's manager changes to Manager2. At the next cron run a participant instance is created for Manager2.  
  • Enable role change participant instance closure: The participant instances for any user that has left an activity relationship will be closed if that participant instance has not been started, i.e. has the state of 'not started'. If that participant instance is in progress or complete, it will not be closed, unless other settings (e.g. close on complete) are set. For example, ActivityA for SubjectZ has a participant, Manager1. When the activity is activated, participant instances are created for SubjectZ and Manager1. After this, SubjectZ's manager changes to Manager2. At the next cron run the participant instance is closed for Manager1, if Manager1 has not started the activity.

These settings enable the participants in an activity to change as the users acting in the activity relationships change. These settings do not impact on the subject of the activity.

Note that these global settings can also be overridden for individual performance activities. To do this, go to the Assignments tab, enable Override global settings, then use the toggles to enable or disable the settings as required.

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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