Viewing Routing Notes - Performance Pro

To View Notes in Performance History: 

Click Employee Documents.

Click Performance History.

Click the Notes tab. Routing Notes will display "Route" in the Type column. 

Click the view icon. 

To View Notes on a Form: 

If the Note is related to a Form, it will also appear in the "Routing Notes" section. 

When viewing the form, click Route.

To View Notes on an Appraisal: 

Click Appraisals. 

Click Finish Appraisal. 

Click the Route tab.

Appraisals viewed in Performance History will have a Route Information button. When clicked, the user will see the Route History and Notes for that appraisal. 

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