Performance Pro - Manager Training - New Interface
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      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.

      image-png-Sep-25-2024-07-38-06-7280-PM

      From the card, click Add Note.

      add note-1

      Enter the desired information.

      new note

      Click Save.

      Once a Note is added, the note icon will turn blue. 

      added note-1

      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.