Employees


 

Verify Employee Setup

Overview 

This article will show you how to inspect the Employee Record to make sure everything is set up before you create a review. You need to ensure that the employee has the correct supervisor, shared appraisers, and approvers before you create a review.

Instructions

  1. Navigate to Employees
    edit_feedback_milestones_employees.jpg
  2. Select an employee
    verify_employee_setup_select_employee.jpg
  3. Inspect the supervisor field
    verify_employee_setup_inspect_supervisor.jpg
  4. Update the field if needed and click Save
    verify_employee_setup_update_and_save.jpg
  5. Click on Workflow Setup
    verify_employee_setup_workflow_setup.jpg
  6. Update the Shared Appraisers; for more information see Setup Shared Appraiser
  7. Update the Approvers; for more information see Setup Review Approvers



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