1. MyHR Knowledge Base
  2. Employee Development
  3. Using the MyHR Platform for performance reviews & employee development

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 Guide (Singular) 

  1. You can start your performance reviews from either:
    1. The person's review tab:
      Employee with no active review
    2. My Business > Reviews
      Either from a specific template or from the reviews list:
      Performance reviews list and create review button
  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).
    Publish and delete buttons on a review
  6. Once published, we send notifications and a reminder will automatically appear on the launchpad page to let your employee know they have a review available and 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's self-service portal.
    Employee view of active review


Video guide on singular performance reviews 

 

 


How to Guide (Multiple) 

  1. You can start multiple performance reviews from either:
    1. The create review tab OR
    2. My Business > Reviews > Template Library
      Either from clicking on the person icon to the right of the template you want or using the create template button:
  2. Select the people you would like to create a review for (note they need to be based off the same template). The ones that do not have a current performance review will allow you to select them. 

  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 and edit/add any information specific to that person. 
  7. Publish your review
    Once you're happy with your review, select 'Publish' (down the bottom of the draft review).
    Publish and delete buttons on a review
  8. Once published, we send notifications and a reminder will automatically appear on the launchpad page to let your employee know they have a review available and 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's self-service portal.
    Employee view of active review

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

 

 


WATCH - Long video: Webinar on performance reviews