To validate participant counts there are two options available to administrators, a Quick Check and a Detailed Check. Please note that this will give you a count of all of the Performance Plan participants in a given timeframe. Counts are pulled as of a date. If additional employees are processed or removed from a process after the report date the numbers will not match exactly.
**The usage counts are based upon initiation date not plan date so a 2022 plan may count for some employees in 2023 depending on when the employee was last updated/processed.
Detailed Information
1 - Quick Check - Admin Home > Performance > Performance Management >
2 - Workflow Process Management >
3 - Click Manage
4 - Number may not match exactly due to possible duplicates/year initiated but will give a good idea of your counts.**
5 - Detailed Check - Admin Home > Performance > Performance Management > Workflow Process Management > Manage (for each plan touched in the year) > Select Process(es) > Activity Log
6 - Activity Log > Filter > Date/Time = This Year and Action = Initiate.
7 - Export and if you have multiple plans/processes remove duplicates for unique employee count.