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Create a Performance Review in the Manage Reviews Tab

April 12, 2021 19:34
Updated

Overview

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

Instructions

Navigate to Manage Reviews
Select the responsible supervisor
Select Create New Review
Fill in fields
- 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
Click Create Review

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

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