Feedback Milestones


 

Edit Feedback Milestones

 

Overview 

Milestones automatically generate when a review is created based on system settings. There may be times when you would like to move or edit a milestone. You can edit feedback milestones under the Employees tab or the Manage Reviews tab.

Instructions

Employees Tab

  1. Navigate to the Employees tab
    performance_employees.png
  2. Select the employee you would like to edit the milestones for
    select_employee_pm.png
  3. Select the Reviews tab
    reviews_tab.png
  4. Select Edit for the review you would like to edit; the milestones will be listed
    edit_the_review.png
  5. To change a milestone’s date or mark it complete, select Edit next to the milestone
    edit_milestone.png
  6. Make modification and Save
    chrome_2017-10-27_16-40-24.png

Manage Reviews Tab

  1. Navigate to the Manage Reviews tab
    chrome_2017-10-27_16-54-10.png
  2. Select the Edit icon on the line of the review you would like to edit
    edit_employee.png
  3. Select the Edit icon on the line of the milestone you would like to edit
    chrome_2017-10-27_16-56-01.png
  4. Make edits
    edit_milestone.png
    • Scheduled Date: Change date
    • Complete: Mark as complete
  5. Click the Checkmark to save changes
    save_milestone.png

Note: If you are using introductory reviews and milestones, remember that introductory reviews will not automatically generate milestones. The introductory review cycle is meant to be shorter, therefore milestones would create too frequent reminders.




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