Shared Appraisers

• Check Shared Appraiser Status
• Evaluate a Review as a Shared Appraiser
• Introduction to Shared Appraisers
• Set Up Shared Appraisers

Close Reviews

• Close a Review Using the Employee Screen
• Close a Review Using the Review Management Screen
• Handle the Next Review Cycle

Approve Reviews

• Approve/Reject a Performance Evaluation
• Introduction to Review Approvals
• Review Approval Process Overview
• Set Up Review Approvers

Evaluate Reviews

• Add Performance Notes to a Review
• Attach Documents to a Review
• Complete a Review
• Create an Evaluation Summary
• Evaluate a Review
• Time to Evaluate

Create Reviews

• ★ Create a Performance Review in the Manage Reviews Tab
• Add a Factor to a Review
• Bulk Create Reviews
• Change Review Status to "Ready to Evaluate"
• Create a Performance Review in the Employees Tab

Self Evaluations

• Employee Set Goals
• Your Performance Screen

Email Management

• Edit Email Templates
• Email Template Definitions
• Feedback and Review Reminders
• Performance Evaluation Workflow Email Events

Employees

• Edit an Employee & Features of an Employee
• Override an Employee's Review Cycle Setting
• Verify Employee Setup

Feedback Milestones

• Complete Feedback Milestones as a Supervisor
• Dates & Review Periods for Milestones
• Edit Feedback Milestones
• Introduction to Feedback Milestones
• Turn on Milestones
• View Feedback Milestones in the Employees Tab

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Library

• Add a New Category to the Library
• Add New Job Knowledge
• Add New Library Competency
• Add Subcompetencies to Your Library
• Assign a Competency to a Job
• Assign a Job to Job Knowledge

Reporting

• All Reviews Report
• Feedback Milestone Report
• Last Login Report

Reviews

• Administrator Overrides on Reviews
• Bulk Routing Path Change
• Bulk Status Change Review
• Change Evaluation Levels
• Employee's Individual Development Plan
• Final Review Report

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Settings

• General Review Settings
• Remove a Review Section
• Remove Self-Evaluations
• Require Feedback for Minimum/Maximum Threshold
• Review Cycle Settings
• Review Section Settings