1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct Employees tab.
   
5. Click the employee who needs a management review submitted.
6. Complete the required fields.
7. Click the Publish button.
   
   
   

   Helpful Hint

   You can click the Expand or Minimise buttons to close or open a review question. Each time you edit a review or update the star ratings, the platform will automatically save your progress. You can only publish a review once you answer all available questions. The platform shows a completed answer by highlighting it in green.

At the conclusion of a Performance Review, you may identify action items to support your employee's development before the next review. These "Next Steps" guide the employee’s progress in key areas and ensure continuous improvement.

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Assigned to me tab.
5. Click the employee who needs Next Steps added.
6. Click Create and view next steps.
7. Click Create.
8. Choose between a task or a goal.
9. Complete the fields.
10. Click Save.
11. The new task or goal will show in the Next Steps area, and an email about the next steps will also be sent to the employee.

The Next Steps feature is only available to Employment Plus, Employment Unlimited and Classic Platform users.

At the conclusion of a Performance Review, you may identify action items to support your employee's development before the next review. These "Next Steps" guide the employee’s progress in key areas and ensure continuous improvement.

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Assigned to me tab.
5. Click the employee who needs Next Steps added.
6. Click the Next Steps box.
7. Click the Next Step you want to view.
8. The employee's progress towards the task or goal will show.

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the Actions dropdown button.
6. Click the Remind button.
   
7. Click the Remind button.
   

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the Remind All button.
   
6. Click the Remind button.
   

1. Click the  Performance menu.
2. Click the Performance Review Management submenu.
3. Click the Filter button.
   
4. Click the Date filter field.
5. Set the desired date range.
   
6. Click the Filter button.
   
   
   

   Helpful Hint

   If you would like to view all your reviews, you can do so by clicking the Reset button and then the Filter button.

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the employee who needs a management review edited.
6. Make the required changes and then click either the Publish or Save as Draft buttons.
   
   
   

   Helpful Hint

   You can click the Expand or Minimise buttons to close or open a review question. Each time you edit a review or update the star ratings, the platform will automatically save your progress.

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the Download CSV button.
   

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the employee who needs a review printed.
6. Click the Print button.
   

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the Print button.
   

1. Click the   Performance menu.
2. Click the Performance Review Management submenu.
3. Click the desired review period.
4. Click the Direct employees tab.
   
5. Click the employee who needs a management review unpublished.
6. Click the Unpublish button.
   

Created at	Provides a timestamp of the leave request creation date.
Synced at	Provides a timestamp of when the leave request tried to sync with Employment Hero Payroll.
Sync successful	States whether the synchronisation of the leave request between Employment Hero and Employment Hero Payroll has been successful.
Edited at	Provides a timestamp of the last edit done to the leave request after a previous Employment Hero Payroll synchronisation attempt.

Icon	Name	Description
	Blue clock	Used for pending or declined leave requests that have not synchronised with Employment Hero Payroll.
	Green clock	Used for approved leave requests that have synchronised with Employment Hero Payroll.
	Red clock	Used for approved leave requests that have not synchronised with Employment Hero Payroll.
	Orange clock.	Used for pending, approved, or declined leave requests that have had changes made to them after being synchronised with Employment Hero Payroll.

Both primary and ‌secondary managers can complete a performance review. Users with admin permission settings can select if the primary manager, the secondary manager, or both, will complete the performance reviews within their organisation.

A manager can only see the other manager's notes when the manager has published the review.

Admins can download the CSV file of the review in the Review Periods module. In the CSV the comments will be visible, even if they are yet to publish this data. But if you click the Print button to print the review period details, then the overall rating will not be shown unless the manager has published their answers.

Yes. In Settings > Custom Security Settings > Other Permissions > Performance Review Settings/Performance Review Responses, you can give custom permissions to these users. To find out how to create a custom security group, click on this link.