What is the difference between current and future goals?
A goal’s end date determines whether the goal displays as a Current or Future goal inside a performance review. For...
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Future goals on previous review not displaying on the current review
My employees had goals on last year’s review and now they are not showing as current goals in their current... -
Adding goals to a live performance review
My company kicked off their review cycle and the employees are adding goals from the goals section in the left... -
Goals not populating in performance reviews
If some of my employees are saying their goals are not populating in their reviews, what options do I have... -
Preparing for a review cycle checklist
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Performance review process workflows
You can customize the review cycle to include various participants in the performance review cycle. The review process can include... -
Creating a review cycle
When creating a review cycle, you have two choices of the type of review. An anniversary review is chosen if... -
Launching a review cycle
Go to the Administration menu item. Click on Cycle-Based Reviews. Click on the Kick Off button next to the appropriate... -
I forgot to add someone to the review; can I get them into this cycle?
After your cycle has been launched, you can add employees to the review cycle by navigating to Administration → Cycle-Based... -
Changing the appraiser/endorser on a live review.
After your cycle has been launched, you can change the appraiser and/or endorser on any performance reviews that are in... -
The job is incorrect for an employee and I have already kicked off the review. How can I update this?
Once a review has been kicked off, an employee’s job assignment cannot be changed in a live review. In order... -
How do I move a review that is in progress to a different stage?
The administrator can manually move review forms to a different step in the workflow process once a review cycle has... -
Why do I need to close my review cycle and how do I do this?
It is important to close a Review Cycle once the reviews have been completed. Closing a cycle will allow any... -
Performance Management glossary of terms
Term Definition User Management Employees An “employee” is someone who works within the company structure and will need performance reviews... -
Sending Peer Notes
Peer Notes are a great way to send valuable feedback to your colleagues. You can also collect feedback from coworkers... -
Completing an On-Demand review
You can create an “on demand” review at any time for employees for which you are a supervisor (reviewer). On... -
Completing an appraiser review
Once an employee self-evaluation has been completed by your employee, you will get a notification to log in and complete... -
Completing a Self-Review
Once a performance review has been initiated, you will get a notification to log in and complete your self-evaluation. Navigation... -
Adding your personal Performance Notes
Performance Notes are a great way to track events that have occurred over the course of the year, such as... -
Adding goals for your employees
NOTE: To be used prior to annual review cycle. Go to Goals in the left-hand menu. To access your employee’s...