Evaluate Reviews


 

Add Performance Notes to a Review

 

Overview

This article will show you how to enter Performance Notes. You can use these notes throughout the year to keep track of accomplishments.

Instructions

  1. Navigate to Manage Reviews on the left-hand side
    bulk_routing_path_change_manage_reviews.jpg
  2. Select the employee review you want to add Performance Notes to
    add_performance_notes_to_a_review_select_employee.jpg
  3. Select the Performance Notes tab
    add_performance_notes_to_a_review_performance_notes.jpg
  4. Click Add Performance Note
    add_performance_notes_to_a_review_add_performance_note.jpg
  5. Fill in fields
    add_performance_notes_to_a_review_fill_in_fields.jpg
    • Note Date: Will auto-fill with the current day
    • Print Note - Print on Review: Allows you to choose if you would like the comment to be included on your final evaluation; your supervisors and administrators can see all notes that you enter
    • Description: Add your performance note
      • Design: Standard editing box
      • HTML: HTML code editor
      • Preview: View the note with a front-end preview
  6. Click Save Note
    add_performance_notes_to_a_review_save_note.jpg
  7. Click Save Details at the top of the page
    add_performance_notes_to_a_review_save_details.jpg



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