How to Create a Future Review for an Employee

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Future Reviews allow you to set goals or take notes for the upcoming Review Period while the current review may still be active. You may create a future review to set upcoming goals or document actions/achievements in notes.

Step One: Select the Employee under Direct Reports on your home page:

Step Two: Once in the Review Hub, select the ‘Future’ tab to the far right in the timeline. Click on the ‘Add a goal’ button to begin adding future goals:

You may return to this Future Review at any time by selecting the ‘Future’ tab from the timeline.

*Please note: once the current review is Archived, the future review will take the place of the current, active Review.

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