Employee - Employee Documents

Before diving into the appraisal process, it’s important to understand some features that can be accessed in Employee Documents, including Goals setup, if this is being utilized by your organization.  

Performance History  

This is a central place in Performance Pro where all performance evaluation documentation is available.    

• Appraisals: allows you to view your current and past appraisals.  
• If your company uses Forms, this page lists all current and completed forms.  
• There are a few different kinds of Notes that can be used in the system including: 
  • Goal Note: Your manager can enter a note associated with a goal.   
  • Log: Notes that are independent of an appraisal.  The manager can add a note from this page and share with the employee, so it also appears in his/her “Notes” list.   
  • Route: when an appraisal is routed, a note can be added to add context to the appraisal.    
  •  All notes are searchable based on a date range.  
• Additional Documents is a great place to upload documentation from sources outside of Performance Pro such as training certificates or a project plan associated with a goal.   
• If the Peer Feedback feature is enabled, any employee can leave a comment for another employee.  When a comment is entered, that comment is viewable by the recipient on their Peer Feedback list.  For more information on using Peer Feedback, please see our video/article on Peer Feedback.    
• If the Learning tab is enabled, your organization has an integration with The Learning Center. Courses that are assigned to an employee will appear here.