Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plan: Premium, Platinum
Available for the following User Access levels: Admin
The Performance Review feature in the employee file module lets you see the details of a specific employee's performance review. Including the completion state, progress status, and the start and end date. There is also a Filter feature that allows you to tailor what reviews you see within an employees' file based on a specific period in time.
Daily activities
Filter employee reviews
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose review you wish to view.
- Click the Reviews button.
- Click the Filter button.
- Use the Date drop-down to set the desired date range.
- Click the Filter button.
Important
If you would like to view all the reviews, you can do so by clicking the Reset button and then clicking on the Filter button. This will clear all data stored in the filter fields.
Show archived reviews
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose archived review you wish to view.
- Click the Reviews button.
- Select the Show Archived Reviews tick box.
View an employee's review
- Click the People menu.
- Click the Employees List submenu.
- Select the employee whose review you wish to view.
- Click the Reviews button.
- Click the review you want to view.
Explore related content
- How do I run an employee goal setting report? This feature allows you to create a report on which of your employees have allocated goals (OKRs) within your organisation.
- How do I run a goal progress report? This feature allows you to create a report on the headway made by employees within your organisation on their allocated goals (OKRs).
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