Performance Reviews Manager Guide - New UI


1. Completing the Review

Go to the ‘My To Do Items’ tab by selecting the icon and select



There are 4 tabs within the performance review.

Instructions: Provides instructions for the employee and/or manager to complete the review.

Info: Gives the details of the Performance Review - the review reason, review period, etc. 

Entry: Where review ratings and comments are entered.

Summary: Shows the summary of the review. On this tab, click to  sign the review.

If you would like to upload supporting documents click theicon

If you would like to add additional notes click theicon

Once complete, select then  


2. Discussing the Review with the Employee

After completing the Performance Review, Managers need to schedule a meeting with the Employee to discuss the Performance Review. Before this meeting, please download a copy of the Performance Review. Go to Team > Talent > Performance > Performance Reviews, then click   to view the Performance Review. Click the ellipses (), then Download.

Once you have completed this meeting and are ready to release the Performance Review to the Employee for signature, go to the ‘My To Do Items’ tab by selecting the icon  and enter a note confirming the date you met with the employee in the ‘Comment’ and click . The Performance Review will now be sent to the Employee for an e-Signature.  

- If you have any questions, please contact HR.  Thank you! -