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Setting up a new review
- Click on the Reviews Tab.
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- Click
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- on Reviews.
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- Click on Add Review.
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- Click Select on the template you wish to create the review from.
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- Select the Start Date for the review.
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- Note:
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- If testing always select a date in the past in order to start the review immediately.
Assigning
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Weighting to Accountabilities & Outcomes
- Within the Goal Setting Phase section click click Edit on on Accountabilities & Outcomes.
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- Enter the weighting of the goal and
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- click Submit.
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- Once saved close the pop up box.
Associating users to a Review
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- Click on the Associated Users tab within the Review.|
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- Click Add User.
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- You can search the users name in the Keyword box. Once you have located the user select the checkbox next to their name and
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- click Submit.
Impersonating an Employee or Manager to complete the review (testing purposes only)
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- Click on Impersonate next to the employees name to complete the employee goal setting phase.
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- To end the user impersonation
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- click End Impersonation
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- which I located under the users profile dropdown.
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- Click on your ‘username’ in the top right hand corner and
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- select Admin Portal.
