The group feature can assign a review template to specific employees based on the employee’s job code. More information about job codes can be found here.
Step 1: Navigate to Groups
Under the Administration tab in the left-hand menu, click Groups.
Step 2: Create group
In the Tool Box, click the green circle button to create a group.
Step 3: Enter new Performance Group information
A. Enter a name for the Performance Group (required).
B. Mark the group as active or inactive (required).
C. Select the group type as job (required).
D. Enter a description (optional).
E. Select the review template to assign to all selected jobs (required).
Step 4: Select the jobs to associate with this Performance Group
Only job codes not assigned to a group will display in the Available Jobs section. A job code can be assigned to only one group at a time.
To add a job code to the group:
- Select the job code from the Available Jobs section.
- Click Add Job.
To remove a job code from the group:
- Select the job code from the Selected Jobs section.
- Click Remove Job.
Step 5: Save changes
To save changes to the group, click the save icon in the Tool Box.
