Create Reviews


 

Create a Performance Review in the Manage Reviews Tab

Who can use this feature?

System_Admin.png Slash.png Supervisor.png


Overview

Manage Reviews provides you with a snapshot view of all reviews that are currently created within your organization. 

Instructions

  1. Navigate to Manage Reviews
    531.png
  2. Select the responsible supervisor
    532.png
  3. Select Create New Review
    533.png
  4. Fill in fields
    new_review.png
    • Review Employee: Select employee for review
    • Review Period: Select from Open, or Closed periods
    • Plan or Review Name: Title of review
    • Plan or Review Description: Brief description of the review
    • Create Review
      • Create Empty Review: Create a blank review
      • Create Review with structure only: Create review from items aligned in the library
      • Copy Previous review structure: Utilize a previous review done for modification
      • Copy Previous review (structure, scores, feedback): Utilize the exact previous review
    • Lock Review: Select to disable further edits
    • Feedback Milestone Dates: Choose to Add Milestone
  5. Click Create Review
    535.png

Note: Performance Notes may be entered in a review anytime after the review has been created.  




I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback