Attendance & Records - How To: Run reports for Pending Performance Reviews

Running Reports for Pending Performance Evaluations:

1. Click Settings > Drop-down Menu Setup > Performance Reasons.

2. Click New and enter Initial Review and click Save > Close.

3. Click Performance and select the employee and click New.

4. Enter the name of the reviewer, leave it set to today's date, enter Initial Review as the Review Reason and enter [your] reason for the next review as shown below:

5. Click Save > Close without entering any additional information. 

6. Click Reports > Performance > Review Schedule as shown below:

7. Select all employees for a particular department or for the whole organization.

8. Check the box for Next Review Date.

9. Set the appropriate date range in the same way shown here but with your own date range.

10. The report will show the date when the next review is scheduled to occur as shown below:



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