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  1. To add a new Performance Review, click the Add New button on the Performance Review page.  

  2. Fill out the Information section, this table includes all of the fields within the Information section, along with descriptions for each field.

Field Name

Description

Code

Internal code for your organization. Only seen by Admins.

Ex. “CompanyName_Year_PerformanceReview”  

Name

The name of the evaluation process. This will show on the Admin Dashboard to managers and reviewers. 

Ex. “2021 Dept Manager Evaluation” 

Goals Tab Name

This shows on an associate’s Goals/Performance page as the name of the goals tab when the evaluation is in Goal Setting mode. 

Ex. “2022 Goals” 

Performance Review Tab Name

This shows on an associate’s Goals/Performance page as the name of the review tab when the evaluation is in Performance Review mode. 

Ex. “2021 Dept Manager Evaluation”  

Period

Performance Periods help ensure that associates only get one Performance Review per Performance Period. 

Status

This will show the current status of the performance review. All reviews start in Goals mode and will switch to Performance Review once triggered. 

Enable Goals Workflow

The goals workflow is an optional workflow that adds additional options to the associate’s goal setting process. When the goals workflow is used, you can:  

  •  Set a suggested minimum and maximum number of goals for a goal type to guide associates on how many goals they should have. 

  • AND/OR Require goals to be individually  weighted by the associate. A goal’s weight will impact how much it’s evaluation factors into the associate’s overall score. 

  • AND/OR Require goals and any goal weights to be approved by a supervisor.  

Add New Users

Allows for new associates to be added through HR groups. Unchecking this means that  no new associates will be added to the Performance Review process even if they are added to the HR group. 

Enable Supervisor Delegation

Allows supervisors to be delegated from the Performance Grid during the Performance Review. 

Access to Goals Tab

Controls whether all associates in the system have access to this review on their Performance page or whether access is limited to just those in the Performance Review.  

Goals/Review/Meetings Tips URL (Optional)

To hyperlink to a tips resource or URL, use these settings. Note that the same URL is seen by all roles in the process so avoid putting any sensitive information into the resource. If you need to hyperlink to a document that is specific to just one role, use markdown in the instruction text for that role.  

  • Goals Tips URL – Shows during goal setting statuses for tips on how to set or work goals.  

  • Review Tips URL – Shows during performance review statuses for tips on how to complete the evaluation.  

  • Meeting Tips URL – Shows during the Performance Meeting for tips on how to hold the performance meeting.  

Review Locked Text

This text will show to an associate when they are unable to edit their review because it is currently being evaluated/reviewed by another user. 

Overview Section

This text will display to  associates at the top of the Performance Review. It can be used to show more metadata about the associate including their hire date, job code, etc.

Is Active

This controls whether or not the Performance Review is active or inactive. 

Show in History

This will move the Performance Review into the History tab. We recommend using this feature for older, completed reviews to help keep the focus on the latest reviews. Items in the History tab can be accessed and reviewed by the associate and their manager. 

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4. Once the Performance Review has been created, the Information Tab will show you the settings you selected upon initial Performance Review set-up, with a few updated sections to note:

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