Add an Employee Review

An Employee Review record can be manually generated through Management > Management Review > Add Review > Employee Review.

An Employee Review record can also be scheduled to automatically open by enabling the periodic review scheduler for an employee in Master Data.

1. Enter Employee Review Details

Enter Employee Review Details
  1. The date of the review.
  2. The employee being reviewed.
  3. The employee who is conducting the review.
  4. A default list of questions (items) is generated when the record is created. However, you can add, remove, and change this default list as you wish.
  5. Enter any relevant commentary in the report field.
  6. Select the answer to the report questions here.