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.
Remember to click Update at the bottom of the page to ensure your instructions save!