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.