Create Reviews


 

Create a Performance Review in the Manage Reviews Tab

 

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
    Manage_Reviews.png
  2. Select the responsible supervisor
    filter_by_supervisor.png
  3. Select Create New Review
    create_new_review.png
  4. Fill in fields
    fill_in_fields.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
    create_review.png

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




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