1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review you wish to start on.
   
4. Answer the review questions.
   
   

   Helpful Hint

   The platform will automatically save your progress each time you edit your answers or star ratings.

5. Click the Save Draft button.
   
   

   Important

   Saving your answers as a draft will not complete your review; it allows you to work on your responses until the due date. Once you complete your review, you can publish it.

   

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review you wish to publish.
   
4. Answer the review questions.
5. Click the Publish button.
   
   

   Helpful Hint

   You can only publish a review after answering all the questions. The platform shows a completed answer by highlighting it in green.

   

After completing a Performance Review, there may be specific action items or "Next Steps" designed to help you improve and achieve your goals. These steps provide a clear path to work on any identified areas for growth and to build on your strengths before the next review.

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review you want to view.
   
4. Click view your next steps in the top right.
5. Click the new goal or target.
6. Your Next Steps, either goals or tasks, will show.

Filling in your key results help you track your progress towards your goals or tasks that form your next steps.

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review you want to view.
   
4. Click view your next steps in the top right.
5. Click the new goal or target.
6. Click Add Key Result.
7. Fill in the Key Result form.
8. Click Save.

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the published review you wish to unpublish.
   
   
4. Click the Unpublish button.
   

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Use the Date Range field to set the date range you need.
4. Click the Filter button.
   
   
   You will now be able to see reviews that fall within the date range you set. If you would like to view all your reviews, click the Reset button then click the Filter button.
   
   

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review you wish to print.
   
4. Click the Print button.
   

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review that you need.
   
   You will now see your OKRs.
   
   
   
   
4. Click the dropdown button, located in the pane entitled GOALS.
   
   The GOALS tile will now reveal more information about your OKRs.
   
   
   
   

Note: You can only edit reviews that are still in the drafting stage. If you want to edit a review after it has been published, you have to unpublish it first.

Also note: if your admin has set a lockout date for the review, you will not be able to edit your answers after the review period.

1. Click the  Performance menu.
2. Click the Performance Reviews submenu.
3. Click the review you wish to edit.
   
4. Make the required changes.
   
   As you edit your review answers and/or star ratings, the platform will automatically save the progress you make.
   
   
5. Click either the Publish or Save Draft button (depending on your requirements).
   

The review questions and headings are accordions. This means each one can be opened and closed by you clicking their Expand or Minimise buttons.

To expand or minimise each question individually, you can click the  or  buttons respectively.

Yes, you will still be able to see all your previous performance reviews after those review periods have closed.