How to Assign and Initiate Performance Reviews
In order to assign and initiate an Employee Performance Review, you must first assign the applicable Performance Review Profile to the employee's record.
Navigate to Team > My Team > Employee Information
Once on the Employee Information screen, navigate in to applicable employee's profile by clicking on the Employee Information icon next to their name.
On the Main tab, open the Simple Profiles on the right and assign the applicable Performance Review Profile to the employee by clicking on the magnifying glass.
Pick the applicable profile and Close.
After assigning the profile and saving the employee record, navigate to the HR Tab > Performance Reviews. Click on the ellipsis under Actions and select View/Edit to open the review.
Once inside the review, click on the ellipsis to the right of Save to Initiate the review. This will kick off the review for the employee to complete.
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