Custom Terms Tab

Ready for Meeting

To customize Ready for Meeting terminology:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Terms tab.
3. In the Page Title Terminology field, enter terminology to describe this event. The default title is Ready for Meeting.
4. In the Abbreviation box, enter an abbreviation of the Page Title Terminology. For example: Ready for Meeting is abbreviated to RFM in some parts of the program.
5. In the Summary Comments box, enter terminology to describe the comments to be made at the end of the appraisal process.
6. Click Save on the toolbar.

Terminology

To customize other terminology:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Terms tab.
3. In the Terminology fields, edit the terminology as desired.
4. In each adjacent field, enter the plural form of the terminology.
5. Click Save on the toolbar when all terms have been customized.  Your changes will now appear throughout the Performance Pro system.

Acknowledgement

To modify the Acknowledgement Text for appraisals and/or Forms:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Terms tab.
3. Insert your cursor in the Acknowledgment Text for Appraisals field or the Acknowledgment Text for Forms field and edit the lan­guage appropriately.
4. Click Save on the toolbar.

To modify the RFM E-mail Notification:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Terms tab.
3. Insert your cursor in the Subject field and edit the lan­guage appropriately.
4. Insert your cursor in the Message field and edit the language appropriately.
5. Click Save on the toolbar.