Edit

Create performance reviews

  • Article

Applies to these Dynamics 365 apps:
Human Resources

This article explains how to create a performance review and describes the purpose for each section of the review. This procedure was created using the USMF demo data company.

  1. On the home page, select the Employee self service workspace.

  2. Select New review to create a new review.

  3. In the Review type field, enter or select a value.

  4. In the Performance period field, enter or select a value.

  5. In the End date field, enter a date.

  6. Select OK. You can also create a review from a template. This is the best way to create a review because each section will contain the information that you need to start a review.

  7. You can show or hide tabs such as the attachments tab:

    1. On the Action Pane, select Show sections to open the dialog menu.
    2. Select Yes or No in the Show attachments field to show or hide the attachments tab.
    3. Select Save.

  8. Select Add goal to review to add a goal. Select OK when finished.

  9. Select Add competency to open the drop dialog.

  10. In the Title field, type a value.

  11. In the Description field, enter Increase customer skills by working with the support team.

  12. Select OK.

  13. Select Collapse all.

  14. Select Expand all.

  15. Select Add comment.

  16. Select Post.

  17. Select the Measurements tab.

  18. Select Add measurement to open the dialog menu.

  19. In the Measurement field, enter or select a value.

  20. In the Target amount field, enter a number.

  21. Select OK.

  22. Select the Activities tab.

  23. Select Add.

  24. In the Title field, type a value.

  25. In the Description field, type a value.

  26. In the Start date field, enter a date.

  27. In the Date completed field, enter a date.

  28. Select Yes in the Development plan field.

  29. In the Keywords field, type a value.

  30. Select Save.

  31. Select the Ratings tab.

    • The Rating details FastTab allows employees to rate themselves and the manager to rate the employee. If weights are used, the weight value of the scores will be calculated automatically.
    • To view this section, enable the parameter settings for showing employee ratings on the Human resources shared parameters page.

  32. Select the Sign offs tab. If the review uses workflow, then the signoffs will appear only after the workflow is complete. If no workflow is used, then both the worker and the manager are listed here. The Required check box for Sign offs is selected based on the settings of the review type.

  33. Select the General tab.

    • The performance period creates the default start and end dates. Those dates are editable.
    • The statuses control the access to the review. The Not started status allows everyone to edit the review. The In progress status allows only the employee to view and edit the review. Ready for review allows only the manager to view and edit the review. Final review status allows both the employee and manager to view and edit the review if the Allow edit in final review option is selected in the review type. The Completed and Canceled statuses make the review read only. If a review is Rejected and sent back to the employee, both the employee and manager can make necessary edits so the employee can resubmit.

  34. In the Overview field, type a value.

  35. Select the Review tab. As the review moves through the statuses, the employee and manager can add comments for each goal or competency.

  36. Select the Sign offs tab. The worker and manager can sign off on the review. When all required sign offs are complete, the status is changed to Completed and no more changes can be made.