Select your platform and then browse by platform category

Who are you and what section are you in?

View performance reviews as a manager or admin

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
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose review you wish to view.
  4. Click the Reviews button.
  5. Click the Filter button.
  6. Use the Date drop-down to set the desired date range.
  7. 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
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose archived review you wish to view.
  4. Scroll down to the Reviews section.
  5. Click the Filter button.
  6. Select the Show Archived Reviews tick box.
    Show archived reviews
View an employee's review
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose review you wish to view.
  4. Click the Reviews button.
  5. Click the review you want to view.
View the notes of a previous manager

Managers and Admins can view old manager notes when there has been a manager change during the review period.

  1. Click the People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose management notes you wish to view.
  4. Scroll down to the Performance section.
  5. Click the Management notes tab.
    screenshot of the performance section, highlighting the management notes tab
  6. Click the management notes you want to view.

Explore related content

Was this article helpful?
2 out of 5 found this helpful