You can choose to use a template or start from a previous review and then publish to make the review available to your employee
READ - How to guide: Single employee performance reviewsWATCH - Short video: How to create a performance review for one person
READ - How to guide: Multiple performance reviews
WATCH - Short video: How to create a performance review for multiple employees
WATCH - Long video: Webinar on performance reviews
How to Guide (Single employee)
- You can start your performance reviews from either:
- The person's review tab:
- My Business > Reviews
Either from a specific template or from the reviews list:
- The person's review tab:
- 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)
- Set up the cycle dates for your employee - this is defaulted to a year but you can adjust to your organisation's cycle
- Make any further edits and choose whether you want your employee to have editing access.
- Publish your review
Once you're happy with your review, select 'Publish' (down the bottom of the draft review). - 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.
Video guide on singular performance reviews
How to Guide (Multiple)
- You can start multiple performance reviews from either:
- The create review tab OR
- 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:
- The create review tab OR
- 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.
- Select the template you wish to use or create new template
- Set up the cycle dates for your employee - this is defaulted to a year but you can adjust to your organisation's cycle
- The reviews have now been created as drafts for each person. This will take you back to the main reviews menu.
- Select the draft review, edit/add any information specific to that person, and choose whether you want your employee to have editing access.
- Publish your review
Once you're happy with your review, select 'Publish' (down the bottom of the draft review). - 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.
Short video: How to create a performance review for multiple employees
WATCH - Long video: Webinar on performance reviews