Performance Pro - Manager Training - New Interface
  1. HR Performance Solutions Help Articles
  2. Performance Pro - Manager Training - New Interface

Performance Pro - Adding Notes & Uploading Files to Notes & Documents - New Interface

Outlines how to add performance-related notes and also how to upload files to the employee's profile.

 

NOTE

Files may be uploaded to an employee's Notes & Documents section in Performance Pro. Common file formats are .doc, .xls, .pdf.    The maximum file size accepted is 35MB.

To Upload a File

Click Notes & Documents then Add New +.

notes & docs

 Select New Document.

new doc

Enter in the document name, description, and choose the appropriate employee to upload it to.

Click Choose File and navigate to and choose the file from your computer/network.

Click Upload.

new doc2

Select OK.

To Add a Note

Click Notes & Documents then Add New +.

Select New Note.

Choose an employee to assign the note to and complete the title, date, and description fields.

add new note

If visible, click Shared and then Notify Employee if you'd like to share the note with the employee. If not visible, check with your Administrator to see if employees can automatically view all notes in their profile.

Click Save Note.