Administrators / Performance / Create a Performance Review Template (Goal-Setting, Check-Ins, Reviews)
CREATE A PERFORMANCE REVIEW TEMPLATE
As an administrator, you can create custom performance review templates in myExectras and assign them to employees when needed.
- Click on the PERFORMANCE tab.
- There are four different types of reviews available (goals, check-in, review, or report). Click the purple + icon beside the type of review that you want to create.
- Fill out the name and description for the performance template.
- Switch the toggle to YES under "Employee Response?" if you want the employee to respond to the performance review.
- Click the purple PRE-DEFINED button to help you get started.
- Use the toggles to select the pre-defined options you want to add to the template. You can also use the blue SELECT ALL button to select them all at once.
- Scroll down click the blue ADD SELECTED GOALS TO TEMPLATE button.
- Customize your performance review by creating your own statements using the blue + button.
- Label: Enter the name of your question or statement.
- Weight: Assign a numeric value to indicate the importance of the statement. A higher weight makes it count more toward the overall evaluation, while a lower weight makes it less significant compared to other statements.
- Statement: Write the statement you want the employee and their manager to respond to.
- Specifics: Use this textbox to type out more details (optional).
- To remove any statements, use the - button on the right side.
- Click SAVE PERFORMANCE TEMPLATE.