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Quick Launch a Performance Review for an Individual

ClayHR allows you to instantly start a performance review for an individual user using a performance review template. This imports the template's content and key settings, like consolidation options, review assignments, signatures, and automations, for a smooth and organized review.

To quickly launch a performance review for an individual user:

  • Hover over the "Performance" icon in the left menu, then select “Performance Reviews”.
  • Click on “Create a New Review”.
  • Select the user for whom you want to launch the performance review.
  • Select the performance review template from the already defined list of performance review templates.

          (Note: Selecting a Performance Review Template is mandatory for quick launch.)

  • Click the “Quick Launch” button to launch the Performance Review immediately.

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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 step by step, follow the steps on Step by Step Launch a Performance Review for an Individual.

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