Once you’ve decided on your Performance Review Review’s workflow has been created, you can now access use the Instructions Tab to add in some additional context for your associates and reviewers [INSERT SCREENSHOT].
Think of the instructions as a mini-helper that is on each step of the evaluation process, guiding the associate/reviewer as to what part of the process they are on and what needs to be happening next. Think about what each role needs to know in order to complete the step you’re writing instructions for , and what questions they might they have that you could proactively answer for them? . You can even provide tips on how to accomplish each part of the evaluation successfully, and give examples in the instructions as well.
Instructions can be written for every step of the Evaluation process, starting with Goal Setting and going all the way to the Performance Meeting and even the PDF Download page document (if you have one). They are organized by the step of the evaluation process, as well as the user roles. If a certain role is not included in the workflow, you do not have to write instructions for that role. Continue on to learn more about these settings.
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These instructions will show while the Performance Review is in the goal setting process. Instructions here should focus on coaching the Associate on how to set goals or to explain any expectations that the company is setting for assigned goals. Instructions for the Supervisor can focus on any considerations that should be made for approving goals or on how to coach the Associate on creating and achieving their goals.
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As the name implies, these instructions show at the very top of the page! There are separate fields for the Associate and the Supervisor. The instructions text you write here will display for the following statuses:
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These instructions only need to be filled in if the Goals Workflow is enabled. These instructions will appear after the goal is approved. Instructions here should be focused on how the Associate and Supervisor should work these goals throughout the year now that the Associate’s goals are approved.
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These instructions show at the very top of the Performance Review. There are separate fields for the Associate and the Supervisor. The instructions text you write here will display for the following status:
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These instructions show during the Performance Meeting for ALL roles (the only exception is the Meeting Acknowledgement Verbiage, which can be customized to display different text for the associate and the supervisor). These instructions should provide guidance for discussion between the associate and their supervisor during the performance meeting.
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These instructions show at the very top of the Performance Review. The instructions text you write here will display for the following statuses:
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Remember to click Update at the bottom of the page to ensure your instructions saveare saved! |