How do I initiate a Review?
To Initiate a Review, a user must be added as an Initiator within the Organization. To initiate a review first, go to Settings → Performance → Reviews.
Type the user to whom you want to give access to initiate a review.
Go to Performance → HR Administration → Performance Reviews in the left navigation panel.
The list of previous Reviews initiated (if any) by the user will be listed here and it can be accessed by clicking on them. To Initiate a new review, click on the “+” button.
Create a review menu that opens up on the right. Users can type the text in the Review Headline, Review Description boxes respectively, and select the time period for the review.
Once you are done adding text to headline and description Boxes, and Time period, you will find that the Review Scope gets visible to a specific team, department, or employees. Finally, click on the Initiate Button to finish creating a Periodic Performance Review.
The initiated review is now listed in the initiate reviews view.