Access: Human resources > Skills profile > Performance review
1Under Performance review list, click on Create a performance review.
2In the Performance review definition screen, enter an Evaluation date.
3Select an Evaluation type.
▪To add an item to a drop-down list, select “Add item” and complete the fields.
4Complete the other fields at your convenience. This information is not mandatory.
▪The Date of next evaluation triggers a task. See Defining a customized task.
▪If you created customized fields associated with the Performance review function, they will appear under Information, Evaluation comments, Objectives, Employee's comments or Other fields.
Things to remember You can create customized fields in different formats (alphanumeric, numeric, checkboxes, date, and table of values) on the Customized field definition screen (Configuration > Business > Configuration > Customized fields). For more information on this subject, please refer to the procedures in the Creation of customized field section. |
5Under Attached documents, you have the option to add a document. Click 
here for the procedure, or continue to the next step.
a)Click on Add. b)In the File to add window, click on Search, select your file, enter the description and click on OK. c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights. |
For more information, please refer to Attached documents management.
Things to remember ▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space. ▪To view an attached document, click on the description’s hyperlink. ▪To modify the category, select the new category from the drop-down menu under Category. ▪Delete a document by clicking on the ▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents. |
6Under Notes, enter additional information as needed.
7Click on Save to complete the procedure.
For more information