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To start, you’ll create the Performance Review Period. Once that’s done, you can begin assigning the Performance Review Period to any new Performance Reviews you create.
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Creating a Performance Review Period
Underneath the HR menu, click Performance Reviews.
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Click More Options, then click Performance Review Periods.
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3. From the Performance Review Periods landing page, click Add New.
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4. Now give your Performance Review Period a distinct Code and Name, and click Add Performance Review Period to make it active. Your Performance Review Period is now ready to assign!
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Adding a Performance Review Period to a Performance Review
When you’re creating a new Performance Review, you can select a Performance Review Period from the Period drop-down menu. This will assign the Performance Review Period to that specific Performance Review.
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Note: You must designate a Performance Review Period BEFORE launching the Performance Review(s) to users. This will ensure that users cannot be erroneously placed into multiple Performance reviews upon launch. |
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Editing/Viewing a Performance Review Period
If you ever need to change the Code or Name of a Performance Review Period, or if you want to view the Performance Reviews a specific Performance Review Period has been assigned to, follow these steps:
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