New Performance Review Wizard

Revision as of 05:56, 16 June 2021

The Performance Review Wizard allows users to deploy performance reviews quickly and efficiently from the dashboard.

Performance Review Wizard

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Select "New Performance Review".
3. Enter in the "Name" of the deployment.
4. Select the appropriate performance canvas under "Template" to be used for review during the performance review.
5. Select the performance workflow.
6. You can copy Skills and/or Behaviours from a previous review. Note that Goals are automatically copied by default.
7. Select the reviewees under the deployment scope. You can select by individual employees, specific groups and/or departments.
8. Click "Next"
9. A preview of the template will appear. From the drop down you are able to preview all items on the template, what the manager only sees, what the employee only sees or what the peers can only see.
10. The formatting of the template can also be adjusted by clicking onto the document and using the text formatting tools available. Remember that changes made here are only applied to this deployment.
11. Click "Next"
12. On the "When to Deploy" dropdown, you can choose to deploy now ("Now) or at a specified date/time by selecting "Later". Doing the latter will display the "Deploy Date" field allowing you to specify the date/time.
13. You can apply a repeating frequency to to the deployment in the "Frequency" field. Available options include "Once" or "Indefinite".
14. If the deployment requires an approval, check the "Requires Approval" checkbox.
15. Click "Next"
16. The next step allows you to edit the email notification of the performance review. You can select from an existing template or use the text formatting tools to edit one in for the deployment.
17. Click "Next"
18. The final step allows you to review the details of the deployment.
19. When ready, click the "Submit" button to finalise and deploy this performance review.