How Do I Add A Performance Review?

Performance reviews are inserted from the Add Performance Review section of the screen.

Note: Once a performance review has been entered into the system, it cannot be edited or deleted.
  1. Select the desired employee from the drop-down lists at the top of the screen.
  2. Enter the date that the review took place in the Review Date field.
  3. Select the Reason for this review from the drop-down menu.
    Note:     The contents of the Review field can be customized from the Edit Lookup Tables section of the main Admin tab.
  4. Select a Rating from the drop-down menu.
    Note:     The contents of the Rating field can be customized from the Edit Lookup Tables section of the main Admin tab.
  5. Select the employee who performed the review from the Author drop-down menu.
  6. If you would like to schedule a follow-up for this review, enter the Follow-up Date.
    Note:     Scheduled review follow-ups are displayed in a calendar format on the HR Main screen.
  7. Enter any additional notes into the Comment field.
  8. Click on the [SAVE] icon to add the performance review.