For organizations participating in mid-year performance reviews, this guide will show HR Partners how to launch the mid-year review template to their organizations.
Launching Mid-Year Template
Mid-year reviews are part of the annual review process and are conducted as a stand-alone event each year.
To mass create templates for your organization, complete the steps below.
To get started, in the Search bar from the main screen, type Start Performance Review.
- Select Start Performance Review for Organization.
- Run Frequency defaults to Run Now but other options are available. Click OK.
- Fill in details as needed.
- Choose organization and check subordinate box if necessary.
- Select review template.
- Date should be consistent to avoid overlap. Use 1/1/xxxx-12/31/xxxx for all employees.
- Ignore this Calibration Program box.
- Click OK.
- You’ll be sent to a confirmation screen. You can check the status by clicking Refresh. Larger organizations will take longer to process. See step 6 if you want to see the final results.
- Click Done to exit. You do not have to stay on this screen until completion. The process will complete in the background.
- If you stay on the confirmation screen and refresh, when completed you will see how many reviews were created by clicking on the number at the bottom.