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Once your Performance Review has been created, you can now access 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, what questions 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 (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.

Goal Setting Instructions

These instructions will show while the Performance Review is in the goal setting process.

Top of Page

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:

  • Ready For Goal Setting

  • Goal Setting In Progress

  • Ready For Supervisor Approval

Goals

Each goal type in your Performance Review will be listed so that you can add instructions to each as needed, any default instructions will be shown as well. To override the default instructions, simply start typing in the field you wish to change and the default text will be removed. The instructions text you write here will display for the following statuses:

  • Ready For Goal Setting

  • Goal Setting In Progress

  • Ready For Supervisor Approval


Goals Approved Instructions

These instructions only need to be filled in if the Goals Workflow is enabled. These instructions will appear after the goal is approved.

Top of Page

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:

  • Goals Approved

Goals

Each goal type in your Performance Review will be listed so that you can add instructions to each as needed, any default instructions will be shown as well. The instructions text you write here will display for the following status:

  • Goals Approved


Performance Review Instructions

These instructions show while the Performance Review is in progress, prior to the Performance Meeting taking place. They are broken out by each role in the workflow and should instruct each person on what they need to do while evaluating this goal type. Do they need to leave a comment? Is there anything they should consider? Make sure to include it in these instructions!

If a role listed is not included in the workflow you set up, you can skip adding instructions for it.

Top of Page

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 statuses:

  • Ready For Associate Review

  • Associate Review In Progress

  • Ready For Supervisor Review

  • Supervisor Review In Progress

  • In Level 2 Review

  • In Level 3 Review

  • In HR Review

Goals

Each goal type in your Performance Review will be listed so that you can add instructions to each as needed, any default instructions will be shown as well. The instructions text you write here will display for the following statuses:

  • Ready For Associate Review

  • Associate Review In Progress

  • Ready For Supervisor Review

  • Supervisor Review In Progress

  • In Level 2 Review

  • In Level 3 Review

  • In HR Review

Overall Review

These instructions show above the Overall Evaluation section in the Performance Review. The instructions text you write here will display for the following statuses:

  • Ready For Associate Review

  • Associate Review In Progress

  • Ready For Supervisor Review

  • Supervisor Review In Progress

  • In HR Review


Performance Meeting Instructions

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).

Top of Page

These instructions show at the very top of the Performance Review. The instructions text you write here will display for the following statuses:

  • Ready For Meeting

  • Supervisor Signed

  • Associate Signed

  • Complete

Goals

Each goal type in your Performance Review is listed so that you can add instructions to each as needed, any default instructions will be shown as well. The instructions text you write here will display for the following statuses:

  • Ready For Meeting

  • Supervisor Signed

  • Associate Signed

  • Complete

Overall Review

These instructions show above the Overall Evaluation section in the Performance Review. The instructions text you write here will display for the following statuses:

  • Ready For Meeting

  • Supervisor Signed

  • Associate Signed

  • Complete

Meeting Acknowledgement Verbiage

These instructions control the verbiage that will appear for the associate and the supervisor inside of the acknowledgment signature boxes.


PDF Download

These instructions will show above each corresponding section when a PDF version of the Performance Review is downloaded.

Top of Page

This instructions text shows at the top of the PDF Download.

Goals

This instructions text shows above Goals of this Goal Type on the PDF Download.

Overall Review

This instructions text shows at the top of the Overall Review section of the PDF Download.

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