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

Instructions

1. Navigate to the User Name > Performance Management
   
   
2. Select the Employees tab
   
   
3. Select or search and select an employee
   
4. Click on the Reviews tab
   
5. 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 onto 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 copy 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.
6. 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 the library
   • Review Name: Name of review
   • Review Description: Brief description of the review
   • Review Period: Set what cycle the review is for
   • Lock Review: Disables further edits
   • Create Milestone: Add a milestone
     
     
     • Feedback Date: Enter in the date the feedback is due
     • Is Complete: Note whether or not it is complete
     • Save: Save milestone
7. Select Save