Performance Management Matrix

A successful review cycle involves multiple key elements. As roles, users, and timelines shift within an organization, it's crucial to understand how these changes can influence the review process. In this article, we offer a snapshot of what updates are available at various stages of Date-Based and Event-Based Express review cycles to help you navigate these adjustments effectively.

In this article:
Date-Based Review Management
Event-Based Review Management
Resources

Date-Based Review Management

“Review Setup” refers to edits made in Setup (Tools > Setup). Review Cycle Matrix refers to edits that are made in the Performance module (Tools > Performance) of the ClearCompany platform for date-based reviews.

Event-Based Review Management

“Review Setup” refers to edits made in Setup (Tools > Setup). Review Cycle Matrix refers to edits that are made in the Performance module (Tools > Performance) of the ClearCompany platform for event-based reviews. This includes a look at what edits can be made while clients are In Queue.

** In order to update these elements, the In Queue user(s) must be Unconfirmed. To learn how to undo a confirmation, see the Managing Anniversary Reviews article.

Resources

Introduction to Performance
Performance Checklist
Managing Express Reviews