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
    edit_feedback_milestones_employees.jpg
  2. Select the employee you would like to edit the milestones for
    edit_feedback_milestones_select_employee.jpg
  3. Select the Reviews tab
    edit_feedback_milestones_reviews.jpg
  4. Select Edit for the review you would like to edit; the milestones will be listed
    edit_feedback_milestones_edit_review.jpg
  5. To change a milestone’s date or mark it complete, select Edit next to the milestone
    edit_feedback_milestones_edit_milestones.jpg
  6. Make modification and Save
    edit_feedback_milestones_save.jpg

Manage Reviews Tab

  1. Navigate to the Manage Reviews tab
    edit_feedback_milestones_manage_reviews.jpg
  2. Select the Edit icon on the line of the review you would like to edit
    edit_feedback_milestones_edit.jpg
  3. Select the Edit icon on the line of the milestone you would like to edit
    edit_feedback_milestones_edit_a_milestone.jpg
  4. Make edits
    edit_feedback_milestones_make_edits.jpg
    • Scheduled Date: Change date
    • Complete: Mark as complete
  5. Click the Checkmark to save changes
    edit_feedback_milestones_checkmark.jpg

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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