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Schedule a Review

Schedule a Review

Estimated reading time: 28 min

Written Instructions

From your HR Dashboard click on the Employee tile

Select Review from the Employee Maintenance dropdown menu

Click on “New”

Select the reviewer, the employee, the review type, and set the status as Scheduled. Click Yes if you want the employee to acknowledge that they know they are scheduled. Select the date, and type the location of the review. You can add a second review by completing the Reviewer/Dates (Additional) box, but it isn’t required.

You will see your Review Instructions and the Review Questions that you linked to this review type. You have the option of entering private notes.  Private notes can not be seen by the employee. Each of the boxes will expand to fit as much as is typed.

When the employee logs in, the review window will open, showing the employee the scheduled review.

If the employee goes to their My HR Dashboard, they will see the Upcoming Reviews also

The employee will not be able to complete the review until the reviewer has completed their notes (if any), and changed the status to In-Process by going back to the HR Dashboard and clicking on Employee/Employee Maintenance/Review.

Click on the question that you want to change from Scheduled to In-Process.

Click on the dropdown arrow under status, and change it to IP – In-Process and Click “Save Changes.”

When the employee logs in again, they will see that the review is In-Process.

The employee can open and complete their part of the review now. They can Save Changes and come back later to complete it. If they are done, they can click on Complete and Submit.  After they click on Complete and Submit, they will not have access to edit the review.

If the employee goes to My Reviews, they will see the status as Employee Completed.

When the reviewer logs in, they will not see the Scheduled review anymore because the employee completed and submitted their part of the review

The reviewer can complete the review by navigating to Employee Maintenance/Review.

Click on the employee that you are reviewing to open the review.

Click on the dropdown arrow and select C – Completed.

Add the completion date. Adding a rating is optional.

You can add Private Notes under each question/answer.

You can also add Review Notes for the employee and Private Notes if needed.

Click on Generate New Review Summary to add a PDF of the questions and answers.

You will see the PDF is attached electronically.  You can also Drag/Drop documents to add to the review, if needed.

Now the Review will show as Completed

If you need to review the review at any time, navigate back to the employee/click on Employee Maintenance/Review and open the review.

Questions / Resources
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Last Review: 03/25/2022

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