Create a New Performance Review

Steps to Create a Performance Review

1. Access Performance Reviews

• From the Main Menu, select Performance Reviews.
• Click Create Review.

2. Select Employee

• Choose the employee you want to review.

3. Enable Self-Review (Optional)

• If you want employees to review themselves, enable the Self-Review option.
• Once completed, employee comments will be shared with their manager(s).
• Managers can then provide their own comments.

4. Set Due Date

• Select a due date for the review.
• This determines when reminder emails are sent.

5. Select Review Date Range

• Choose the period you want to review.
• The date range determines what information is pulled from other modules (e.g., notes, warnings, time off).
• Example: Selecting the past 6 months includes all related data for that timeframe.

6. Select a Template

• Choose a review template.
• Templates can be customized by department, office, or team.
• Note: Only administrators can create templates.

7. Start Review

• Click Start Review.
• The employee will access the review from the Staff™ module under My Reviews after completion.