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Create a Performance Review in the Employees Tab

 

Overview

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

Instructions

  1. Navigate to Employees
    employees.png
  2. Select or search and select an employee
    select_employee.png
  3. Click on the Reviews tab
    reviews.png
  4. Click on the Create Review button
    create_review.png
    • Note: To copy a review, click on the drop-down in the Copy column and select one of the options.
      copy_options.png
      • 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_info.png
    • 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_milestone.png
      • Feedback Date: Enter in date feedback is due
      • Is Complete: Note whether or note it is complete
      • Save: Save milestone
  6. Select Save
    save_review.png



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