How to initiate Employee Performance Review?

Category: Performance

Only a Review Initiator can initiate Employe performance review. Initiator(s) role can be assigned by a SuperUser . The Review Initiator can close the Performance reviews manually or can set an auto close date.

Step 1:

Navigate to Settings —> Performance -> HR Administration

Step 2:

Then click Active Reviews -> Initiate Reviews

Step 3:

Create Review window will open. You can type in the “Head line” and “Description” for the Performance Review and Select period.

Step 4:

Auto close Review is an option to set up a specific date to close the performance review process automatically. Select Auto Close Review, if you want to close the review on a specified date.

Step 5:

Grace Period is an option where the HR administrator can set the number of grace days to complete the assessment. After the closure date, no reviews can be initiated. You can define a grace period during which users can still submit their reviews.

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