Records - Performance

Performance:

NOTE: You'll notice a variety of drop-down menus. These can be populated before-hand by you. Just click Settings > Drop-down Menu Setup. Select the appropriate menus and populate them with selections that are meaningful to you. Visit this article for a step by step guide on how.

Our Performance feature allows you to enter, view and print performance reviews, as well as document employee skills and achievements.  You may also attach support documentation in the Comments fields.

1. To enter click Performance on the left.  Click New, enter important data for General, Ratings, Goals and click Save

2. To view click Performance on the left.  Performance reviews that have already been entered will appear.

3. To print, follow the steps above to view and click Preview. From the drop-down menu you may select Review History, Review Schedule or Review Detail.  When the report appears click the Print icon at the top left of the report.  

 

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