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. Once the current review is Archived, the future review will take the place of the current, active Review.

Step One: Toggle to ‘Future’ under Direct Reports on your home page:

Step Two: Choose to ‘Create Future Review’ for any Direct Report:

Step Three: Select ‘Set Future Goals’ to open the Future Review in order to set goals or take notes:

You may return to this Future Review at any time by toggling to ‘Future’ on your home page.