How do I initiate a Review?

Category: Performance

To Initiate a Review, a user must be added as an Initiator within the Organization. To initiate a review,

Step 1:

Go to Performance >> HR Administration >> Active Reviews in the left navigation panel.

Step 2:

The list of previous Reviews initiated (if any) by the user are listed here and can be accessed by clicking on them. To Initiate a new review, click on the Initiate Review button.

Step 3:

Create a review menu opens up on the right. Users can type the text in the headline, description boxes respectively and select the time period for the review.

To select a time period, click on the Select Period Button in the menu and select the year and quarter for which you wish to initiate a periodic review.

Step 4:

Once you are done adding text to headline and description Boxes and Selecting the Time period, click on the Add Button to finish creating a Periodic Performance Review.

The initiated review is now listed in the initiate reviews view.

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