HR & payroll
Reviews and goals for people still in post. A rating is required to complete a review.
Where to find it: Left menu → HR & Payroll → Performance
Step 1
Left menu → HR & Payroll → Performance. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Open a review with a period and a reviewer who is not the employee. Add goals. Complete with a rating 0 to 5.
Step 3
Completed reviews should stay completed. Cancelled reviews should not take new goals.
Yes. Performance is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Pick another employee as reviewer so the file stays honest.
