Managers & Supervisors: Conducting Performance Reviews in iSolved

There are three (3) different employee review screens you can choose from: Add Review, Schedule Review, and Review History.

• Add Review allows you to start and complete a review that was not previously scheduled in the program.
• Schedule Review allows you to schedule a review for your employees and determine the reviewer.
• Review History allows you to access all reviews: Completed, Not Started, and Awaiting EE Acknowledgment.

Add Review

1. Navigate to Employee Management > Human Resources > Performance > Add Review.
   
2. Click Add New.
3. Enter the Review Date and Period information (if applicable).
   • You can enter the Next Review Date which will auto-populate the next Performance Review.
4. Select the Review Type and the Review.
5. Click Next to begin entering the Performance Review.
   
6. Select the appropriate Rating and enter necessary comments on each screen. When you finish, Mark as Complete.
   • Click the View button at any time to view a PDF version of the review.
     

Schedule Review

1. Navigate to Employee Management > Human Resources > Performance > Schedule Review.
   
2. Click Add New.
3. The Review Date will be set for the current date. Change the Review Date per your schedule and add Period information (if applicable).
   • You can enter the Next Review Date which will auto-populate the next Performance Review.
4. Select the Review Type and Review, and click Save.
   
5. Navigate to Employee Management > Human Resources > Performance > Review History to view and acknowledge reviews, see reviews in progress, and to see reviews that have been scheduled but not yet started.
   
6. Select the review you’d like to enter and click Start.
   
7. Select the appropriate Rating and enter necessary comments on each screen. When you finish, Mark as Complete.
   • Click the View button at any time to view a PDF version of the review.