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Performance Pro - Admin User - New Interface
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Compease
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Data Integration
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Performance Pro Manager Training
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Compease Starter
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Performance Pro - Manager Training - New Interface
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Performance Pro - Employee Training - New Interface
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The Learning Center - Employee Training - New Interface
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The Learning Center – Manager Training – New Interface
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The Learning Center - Administrator Training - New Interface
Performance Pro-Adding a Note to a Routed Item (Appraisal or Form)-New Interface
How to add a routing note for the appraiser, giving them additional instruction, guidance, and/or feedback.
NOTE
If the Allow Routing Notes setting is enabled, prior to assigning a routing response, you may add a note for the appraiser giving them additional instruction, guidance, and/or feedback separate from the document.
To add a routing note, click Appraisals & Forms.
From the card, click Add Note.
Enter the desired information.
Click Save.
Once a Note is added, the note icon will turn blue.
NOTE
Routing notes are always confidential. They are never shared with the employee and can only be seen by the employee's appraiser(s), uplines or admins.