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Step By Step Launch Performance Review for an Individual

To start a performance review step by step for an individual user:

  • Hover over the "Performance" icon in the left menu, then select “Performance Reviews”.
  • Click the “Create a New Review” link.
  • Select the user for whom you want to launch the performance review.
  • Select a performance review template from the predefined list to import the content of the template into the review.(Note: Selecting a Performance Review Template is optional for the Step By Step Launch.)

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  • Click the ‘Step By Step Launch” link to customize the performance review.
  • The content of the template, if selected, will be imported into the performance review. Edit or add new metrics, sections, import skills, objectives, and goals for individual users.
  • At the bottom of the page, click the “Finalize Draft” button to launch the performance review.

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Follow the Getting Started with Performance Reviews page for the next steps. If you want to launch reviews in batch follow the steps on Performance Reviews in Batch & How To. To launch a review quickly follow the steps on Quick Launch a Performance Review for an Individual.

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