Creating a performance review

If there is no current performance review and you have the necessary permissions, you can create one through Performance Overview.

  1. Navigate to the team member's profile.

  2. On the team member's profile, select the Performance Overview process from the drop-down menu:

    Screenshot: select Performance Overview from the team member's profile

  3. Performance Overview displays a prompt to select a performance review template:

    Screenshot: Select a Template prompt on the Performance Overview page

  4. In the Performance Review section, select the Template picklist and choose a template, then select Save:

    Screenshot: Picklist showing the name of the selected Performance Review Template