BalancedResults
Guides to our performance review management system.
Goal Libraries
Performance Reviews
- What employees should do at the end of the year
- Who can do what with performance reviews?
- Creating a plan
- A review from start to finish
- What supervisors should do at the end of the year
- How to Add, Edit, and Delete Attachments
- Writing your employee assessment
- Entering ratings
- Editing a plan or template's section weights
- Adding an external archived review
- Writing your supervisor overview
- Why can't the employee see the supervisor overview right now?
- Editing a plan or template's content
- Writing and editing comments
- What email reminders does the system automatically send?
- Electronically signing a review
- Copying an existing plan
- Deleting an existing plan
- Reactivating a plan
- Where are all my comments and notes?
- How to create Plans and Feedback Sessions en masse
- How to Download/Print All Performance Reviews
- How to reset an Active Plan back to a Draft
- Employee Participation in the Review Process
- How to Override Plans from Draft to Active en masse
- How to Convert Notes into Comments
- How to Customize Performance Review Section Titles
- How to Edit Core Competencies en masse on Templates
- How to Edit Core Competencies en masse on Employee Plans
- How to Add Core Competencies en masse to Employee Plans
- How to Add Core Competencies en masse to Templates
- How to Delete Core Competencies en masse from Employee Plans
- How to Delete Core Competencies en masse from Templates
- How to Add Special Projects en masse to Employee Plans
- How to Edit Special Projects en masse on Employee Plans
- How to Edit Special Projects en masse on Templates
- How to Add Special Projects en masse to Templates
- How to Delete Training Modules en masse from Employee Plans
- How to Delete Training Modules en masse from Templates
- How to Edit Training Modules en masse on Employee Plans
- How to Edit Training Modules en masse on Templates
- How to Delete Special Projects en masse from Employee Plans
- How to Delete Special Projects en masse from Templates
- How to Add Training Modules en masse to Templates
- How to Add Training Modules en masse to Employee Plans
- How to Add Objectives en masse to Employee Plans
- How to Add Objectives en masse to Templates
- How to Edit Objectives en masse on Employee Plans
- How to Edit Objectives en masse on Templates
- How to Delete Objectives en masse from Employee Plans
- How to Delete Objectives en masse from Templates