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Performance Reviews & Snapshots

In this article, we will review the best practices for completing performance reviews and saving snapshots. Performance reviews are found in the performance management section.

Overview

When enabled, performance reviews give organizations the opportunity to reward bonuses based on specific attributes they would like to see in their team members. Performance reviews can be completed and saved at any time. Additionally, a snapshot of the performance reviews can be saved regularly for team members to track improvements.  

Completing Performance Reviews

If your organization wants team members to be able to see their reviews in their Performance Management History tab on the team member dashboard or wants reviews completed more often than just when they payout bonuses, performance reviews will be completed in the performance management section.

To complete a performance review, employee supervisors will go to Performance Management > Performance Reviews > and select the Review button as shown in the image below.

performance reviews

Employee supervisors will score their team members on the factors given. Once the review is complete, employee supervisors will save a snapshot of the review as shown in the image below. Once a snapshot has been saved, the review will then appear on the team member's dashboard under the Performance Management History tab.

performance review

Viewing Snapshots

Saving a snapshot is not only beneficial to team members, but it also provides an easy place for employee supervisors and account admins to be able to view their team member's past reviews all in one place. To see previous snapshots, go to Performance Management > Performance Review > and select View Snapshots as highlighted in the image below.

performance review snapshot

performance review snapshot