Skip to content
English
HR Performance Solutions
  • There are no suggestions because the search field is empty.

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.