ASSIGN A PERFORMANCE REVIEW
- Click into the PERFORMANCE section.
- Here, you can see a list of all employees. Assign individual employees a performance review by using the toggle next to their name(s). Assign all employees 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 (i.e. monthly, quarterly, annually)
- Choose a deadline for the employee(s) to complete it by (optional).
- Press the blue ASSIGN REVIEW button.
- If you are that employee's direct manager, press the purple 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.
- If you are not the employee's direct manager, press the green VIEW button to look at the manager's and the employee's responses.
- Press the purple APPROVE PERFORMANCE REVIEW button when both parties have completed the review. Use the purple toggle if you want the employee to be notified.
- Note: Employees can edit their Performance Reviews right up until their supervisor has viewed and approved it.