Adding your goals Navigation NOTE: To be used prior to annual review cycle. Go to Goals in the left-hand menu. To access personal goals, click...
Adding Performance Notes for your Employees Performance Notes are a great way to quickly note events that have occurred throughout the year for your employees, such...
Bulk printing reviews Supervisors, HR Managers, and Power Users can access the Bulk Print Reviews button under Performance. Bulk print reviews when there...
Navigating the Review List page The Review List page helps users search reviews, open and monitor an active review in progress, and start an On-Demand...
Performance Management Review Cycle Guide for Administrators Click the link below to download the full Review Cycle Guide. This guide will help prepare you for launching and...
How do I create test reviews and why? The purpose of creating a test review is to check review workflows steps and review templates from an employee, appraiser,...
How do I extract all reviews from my performance management system? Please submit a request to our Performance Management Support team to enable the PDF Review Export feature. Requesting the PDF...
How do I add employees to the Performance system and grant them access? Employees are automatically added to Performance Management and granted basic access through Premier integration. If you do not have integration...
How do I add the HR Manager or Power User role to the employee? You can assign the Power User or HR Manager role to the employee through the Employees page. Go to Administration....
Administrator downloadable guides and videos Below you will find useful guides and tutorials for OrgPlus RealTime. If you need additional administrative training, please contact your...
Competency list report Displays competencies and their associated factors. The list includes standard and user-defined competencies. A. Can select one or multiple competencies...
Employee goals report This report shows goals for all active and/or terminated employees. A. Can be configured to show employees with or without...
Employee notes report This report shows performance notes or peer notes. Multiple sorting options are available. A. Filter notes by organization level, supervisor,...
Performance review report This report shows a list of employees associated with a specific review period and contains links to the employee self-review...
Post-review feedback report This report shows post-review feedback submitted by an employee for a selected review period. A. Group employees by organizational level...
Review due date report This report shows the review status (i.e., past due, pending, face-to-face complete) for all employees based on the review date...
Review period employee inclusion report This report shows the included or excluded employees for a selected review period. A. Select the review period from the...
Review progress report This report shows the completion status for each employee relative to each phase of the review cycle. A. Group employees...
Review rating detail report This report shows the employee and appraiser ratings. It also shows the average rating for all employees included in the...
Review template assignment report This report shows the review template that is assigned to each employee. A. Group report by template or supervisor (required).B....