Administrators / Executives / Directors / Managers / Performance / Assign a Performance Review (or Schedule for Future)
- Click into the PERFORMANCE section.
- Here, you can see a list of all the employees that report to you. Assign individual employees a performance review by using the toggle next to their name(s). Assign all employees that report to you a performance review by clicking the blue SELECT button at the top of the page.
- Once you have selected your employee(s), click the blue PERFORMANCE button.
- Select which performance review you want to assign them from the drop-down menu.
- Choose the date you want to assign the review for.
- Note: You can assign it multiple times and schedule it for future dates if it is a repeating review (ie monthly, quarterly, annually)
- Note: You can assign it multiple times and schedule it for future dates if it is a repeating review (ie monthly, quarterly, annually)
- Choose a deadline for the employee(s) to complete it by (optional).
- Press the blue ASSIGN REVIEW button.
- Press the green BEGIN button to view the employee's response (if applicable) and to enter your own response.
- When you are finished, click the blue SAVE PERFORMANCE REVIEW button.
- Press the green APPROVE PERFORMANCE REVIEW button when both you and the employee have completed the review (if applicable). Use the blue toggle to select if you want another administrator to also approve the review.
- Note: Employees can edit their Performance Reviews right up until their supervisor has viewed and approved it.