View Routing History and Notes of Routed Items (Appraisals or Forms) - Performance Pro

To View Routing History and Notes on a Form

Within Performance Pro, to view routing history and routing notes on a form, click:

• Employee Documents
• Performance History
• Forms tab

Next, select a form then click Route to view Notes & Routing History.

View Routing History and Notes on an Appraisal

Before an appraisal is marked Complete, click:

Appraisals

Appraisals

Route tab

After an appraisal is marked Complete, click:

• Employee Documents
• Performance History
• Route Information

To View Notes in Performance History

Click Employee Documents.

Click Performance History.

Click the Notes tab.