Performance Reviews Tasks

This guide will show you how to access your active and past performance reviews and the performance reviews of your direct reports.

In this article:
Access your Reviews
How to Complete a Performance Review
Print a Performance Review
How to Print Another User's Review
Additional Resources

Note:

You may also receive Email Notifications regarding assigned Performance Review Stages. These emails will contain links for you to easily access these Performance Reviews so you can complete them.

Access your Reviews

Your Review

1. Head to Me in your Navigation Bar.
2. Click on Performance in the Me dropdown.
3. Click on the name of the review you wish to view.

How to Complete a Performance Review

Complete

1. Once a Performance Review enters your assigned Review Stage, it will be accessible via the Task on your Dashboard, by going to Me>Tasks and selecting the Performance Review in the Active Reviews Section, or tasks on the submenu.
2. Now that you have accessed the Performance Review, you can complete the Review Stage by filling out the Review Evaluation. Note: Your review changes will be saved automatically.
3. When you are finished, select Submit Review. If you need to come back to the Review Stage to complete at a later time, select Save As Draft.

Troubleshooting Review Submission Issues

Submission Terms

Ensure any Submission Terms have been checked off as this will prevent you from submitting the review.

Is every question answered?

Ensure there are no missed Question Selections (or Comments for QA Questions as these are required).

Print a Performance Review

Performance reviews completed in ClearCompany are historically stored at the review cycle and individual user level for simplified record management. If needed, individuals can print a copy of their or another user's performance review. Alternatively, blank versions of an active review can be printed and used to be completed in writing.

Who can Print a Review?

All users who have access to a performance review have the ability to print a copy. Access to a performance review is dependent on the Visibility Settings assigned to a review cycle and the permissions associated with the user.

Without any advanced visibility settings set, individuals with the Performance Management user permission, typically employees and supervisors will be able to print their own or a direct report's review. Users with the Performance Admin user permission, typically HR leaders will be able to print all reviews in the system.

How to Print Your Own Performance Review

1. Navigate to the Me menu and select Performance
    
2. In the Completed Reviews column, locate the name of the review you wish to print.
3. On the Review page, click the vertical ellipses icon located on the right-hand side of the page. Select Print Review from the dropdown menu. 
4. Your browser's print tool will appear with a preview of the printed review format. 
5. Complete the prompts to select a destination and make any adjustments to the scale size, if needed. To add page numbers, use the settings options to add Headers/Footers to the document.
6. Click Print.

How to Print Another User's Performance Review

Navigate to the profile of the user whose review you wish to print. Profiles can be accessed in two ways, through a Colleague search or via the My Team widget.

Colleague Search

Navigate to the Omni search bar, located in the top right header of your ClearCompany homepage. Ensure Colleagues is selected and type the name of the user in question.

  You must have the Goal Alignment user permission in order to access the Colleague search bar. Please check with your ClearCompany Administrator if you're unsure of your permission levels.

My Team

1. Navigate to your ClearCompany homepage. Navigate to the My Team list located on the left-hand side of the page.
   

2. Find the user in question and click on their name to open their profile.

  Tip: Click View All Your Team to see the full list of team members.

1. Click the Performance tab on the user's profile.

2. In the Completed Reviews column, locate the name of the review you wish to print

  Tip: Use the Load More button to expand the list.

1. On the Review page, click the vertical ellipses icon located on the right-hand side of the page. Select Print Review from the dropdown menu

   

2. Your browser's print tool will appear with a preview of the printed review format.

   Complete the prompts to select a destination and make any adjustments to the scale size, if needed. To add page numbers, use the settings options to add Headers/Footers to the document.

3. Click Print.

Can I print multiple reviews at once in bulk?

No, performance reviews can only be printed on a per-review basis at this time.

Additional Resources

Introduction to Performance