Steps for Manager to Finalize Review

4/9/2015
Steps for Manager to Finalize Review
Complete the following steps after the Performance Review meeting with the employee
Erica Smith
Erica Smith
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Erica Smith
07/01/20XX
XX
06/30/20XX
Key Performance Area populates automatically from performance plan. Type feedback on accomplishments in this text box.
From the employee’s Performance Review, navigate to the workflow by clicking on “Proceed to comments and rating”
Type feedback on areas for improvement in this text box.
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4/9/2015
Type other accomplishments and the employee performance feedback summary in this box. Once you have met with the employee, click on “Meeting has been completed”
Employee Name
Workflow
Employee Name
Manager Name
Employee Name
Note, you must have completed the prior three workflow steps: Forward the Review to Next Level Manager, Print Employee Review, and Schedule Meeting with Employee
Type other accomplishments and the employee performance feedback summary in this box. After completing the Performance Review Meeting, click “Finalize Review”. This will give the employee access to their review in the online system. Employee Name
Manager Name
Employee Name
Employee Name
Employee Name
Note: Once you finalize the review, you can no longer make edits to the review text. 2
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Once you click finalize, the system will send an email to your employee that the review is ready for them to complete their electronic signature.
Employee email
Employee Name
Employee Name
Manager Name
Employee Name
Employee Name
Employee Name
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