Individual Performance Reviews
You may need to create a performance review for an individual employee rather than a group of employees. Like scheduled performance reviews, individual performance reviews use a performance review template. Unlike scheduled performance reviews, individual performance reviews launch right after you save them. Learn more in the following topics:
To learn how to schedule a performance review for a group of employees, see Scheduling Performance Reviews.
Creating a Performance Review for an Individual Employee
You can create a performance review for an individual employee. If required, you can assign a reviewer other than the employee’s supervisor.
To create a performance review:
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Go to Setup > Performance Management > Performance Reviews > New.
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In the Name field, enter a meaningful name for the performance review.
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From the Employee list, select an employee. After you save the performance review, you cannot change this field.
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From the Performance Review Template list, select the template to use for this performance review. The questions, rating scale, and instructions on the template are included on the review. After you save the performance review, you cannot change this field.
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From the Reviewer list, select a reviewer for the performance review. After you save the performance review, you cannot change this field.
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In the Review Period Start and the Review Period End fields, enter the start and end dates for the review period. After you save the performance review, you cannot change these dates.
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In the Employee Due Date field, enter the date by which the employee should complete their self review.
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In the Review Due Date field, enter the date by which the reviewer should complete the performance review.
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Click Save.
The performance review launches after you save it, and the employee and the reviewer receive an email notification. For details, see Performance Review Process.