How to start a performance review for an employee

You can choose to use a template or start from a previous review and then publish to make the review available to your employee

How to start a review for a single employee

1. You can start your performance reviews from either:
   1. The person's review tab:
      
   2. My Business > Reviews
      Either from a specific template or from the reviews list:
      
2. Select a template (or if you select Create a new template, you'll go to a simple template which you'll need to update and then select 'Start performance review' once you're done)
3. Set up the cycle dates for your employee - this is defaulted to a year but you can adjust to your organisation's cycle
4. Make any further edits and choose whether you want your employee to have editing access.
5. Publish your review
   Once you're happy with your review, select 'Publish' (down the bottom of the draft review).
   
6. Once published, we send an email notification to your employee to let them know their review is available.
   If they haven't already had access via the editing permission, the review will be shown on their Performance tab when they log in to MyHR.
   
   
   

Video guide on singular performance reviews 

How to set up a review for multiple people

Setting up a review for multiple people at once means you need to use the same template for the people you select.

1. You can start multiple performance reviews from either:
   1. The Reviews tab, by selecting Create review OR
      
   2. My Business > Reviews > Template Library
      Either from clicking on the person icon to the right of the template you want or once you are viewing a specific template:
      
2. Select the people you would like to create a review for. You will not be able to select anyone who has a current performance review.
   
   
3. Select the template you wish to use or create new template
4. Set up the cycle dates for your employee - this is defaulted to a year but you can adjust to your organisation's cycle
   
   
5. The reviews have now been created as drafts for each person. This will take you back to the main reviews menu.
6. Select the draft review, edit/add any information specific to that person, and choose whether you want your employee to have editing access.
7. Publish your review
   Once you're happy with your review, select 'Publish' (down the bottom of the draft review).
   
8. Once published, we send an email notification to your employee to let them know their review is available.
   If they haven't already had access via the editing permission, the review will be shown on their Performance tab when they log in to MyHR.
   

Short video: How to create a performance review for multiple employees

WATCH - Long video: Webinar on performance reviews