Create Reviews


Create a Performance Review in the Employees Tab



This article will show you how to create a performance review in the Employees tab.


  1. Navigate to Employees
  2. Select or search and select an employee
  3. Click on the Reviews tab
  4. Click on the Create Review button
    • Note: To copy a review, click on the drop-down in the Copy column and select one of the options.
      • Previous Review Structure: Will only copy sections, factors, and weights from the review on to the new review; do this if you have customized a previous review that differs from the Job Library
      • Previous Review (Structure, Scores, Feedback): Will take a direct copy of the review, including any evaluation that has been done to the review, and copies it. You may want to use this option if you have a supervisor change. In some instances, you may want to make this information available to the new supervisor.
  5. Fill in fields
    • Review Type: How the review is created
      • Empty Review: Blank slate, no factors will automatically populate
      • Review From Structure: Automatically fills out the review with previous items in library
    • Review Name: Name of review
    • Review Description: Brief description of review
    • Review Period: Set what cycle the review is for
    • Lock Review: Disables further edits
    • Create Milestone: Add a milestone
      • Feedback Date: Enter in date feedback is due
      • Is Complete: Note whether or note it is complete
      • Save: Save milestone
  6. Select Save

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