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Support Articles
Support articles for Reviewsnap’s new platform
Employee
Quick Start Guide
Employee Quick Start
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VIDEO: The Employee Interface
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Goals and Notes
Add a Measurement
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Add a Goal
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Add a Note
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VIDEO: Add a Goal
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VIDEO: How to Take a Note on Yourself
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My Info
Adding Information to Employee Folder
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Add or Change Profile Photo
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Password Reset on Login Page
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My Reviews
Evaluate Self-Review
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360 Rater Suggestions to Your Manager
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How to Acknowledge your Review
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How to Print my Review as Employee
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VIDEO: How to Complete your Self-Review
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VIDEO: How to Complete 360-Rater Feedback
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VIDEO: How to Acknowledge Your Review
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How to Create a Future Review
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Manager
Quick Start Guide
Manager Quick Start
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VIDEO: The Manager Interface
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Reviews
Evaluate an Employee’s Review
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Add a 360 Outside Respondent
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How to Send a Reminder to Complete a Self-Review
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Re-Request a Self-Review
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Cancel an Approval
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How to Override a Review
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How to Approve when Manager Approval Requested
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How to Create a Future Review for an Employee
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VIDEO: How to Approve/Disapprove a Review
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VIDEO: How to Archive a Review
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VIDEO: How to Share Approver Comments with an Employee
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VIDEO: How to Download or Print a Review
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VIDEO: How to Access Archived Reviews
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VIDEO: How to Evaluate an Employee’s Review
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VIDEO: How to Request 360-Rater Feedback
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VIDEO: How to Address a Disapproved Review
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Goals and Notes
Add a Measurement
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Add a Goal for an Employee
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Add a Note
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VIDEO: How to Adjust the Weights of Goals
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VIDEO: How to Cascade Goals
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VIDEO: How to Take Notes on an Employee
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VIDEO: How to Add a Goal During the Evaluating Phase
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VIDEO: How to Add Goals to an Employee’s Review
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My Employees
Adding Information to Employee Folder
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How to print reviews as Manager
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Taking Notes on Employees
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Administrator
Administrator Guide
Administrator Quick Start Guide
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Employee Information
Add Employees
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Terminate an Employee
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Change Manager or Position
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Password Reset
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VIDEO: The Administrator Interface
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VIDEO: How to Update Managers in Bulk
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Employees (Admin.)
Bulk Edit Employee Information
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Welcome Email
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VIDEO: How to Export a List of Employees
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Reviews
Change Review Period (Singular and Bulk)
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Custom Review List
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Bulk Edit Review Information
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How to Bulk Remind Self-Reviews
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How to Print a Review
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Bulk Export PDFs of Archived Reviews
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Unarchive a Review
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How to Find Canceled Reviews
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How to Add Manager Approval to the Approval Route
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VIDEO: How to Update Review Dates in Bulk
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VIDEO: How to Create an Ad Hoc Review
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VIDEO: How to Create a Second Review Set
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VIDEO: Overview of the Review Cycles Tab
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VIDEO: Separate Due Dates
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Templates
How to Add a Position
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How to Copy a Position
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How to Add “N/A” to a Rating Scale
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How to Add and Edit Competency
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Create and Edit a Section
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How to Create a Rating Scale
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VIDEO: How to View and Change the Competency Library
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VIDEO: Overview of Rating Scales
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Reports
Reviewsnap Snapshot
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View Email Log
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Performance History Report
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Rating Distribution Report
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Activity Log
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VIDEO: How to Read the Organization Chart
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VIDEO: How to Read the Administrator Snapshot
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VIDEO: How to Read the Performance History Report
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VIDEO: How to Read the Rating Distribution Report
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VIDEO: How to Read the Rater Bias Report
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VIDEO: How to Read the Performance Ranking Report
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Settings
Auto Archive
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Emails: Disable vs. Delete
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Enabling Emails
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User Import
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Send Reviewsnap Notification on Specific Date
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Emails: Sending by Process
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Company Information
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Groups
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Manager/Employee Notes Preferences
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Reviewsnap Security and Passwords
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VIDEO: How to Create Groups
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How to Edit the Welcome Message
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Advanced Features
Position Versioning
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Restricted Administrator
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Authentication and Single Sign-On
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User Import
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Getting Started with the Reviewsnap API
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Strategic Goals
Strategic Goals
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360 Degree Feedback
How to Create a Predefined 360-Rater Group & Allow Employees to Suggest 360-Raters
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How to Edit 360 Requests
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Webinars
VIDEO: Reporting Webinar
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VIDEO: 360 Reviews Webinar
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VIDEO: Goals Webinar
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VIDEO: Template Builder Webinar
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VIDEO: Train the Trainer Webinar
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VIDEO: Succession Planning Webinar
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VIDEO: Review Cycles Webinar
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VIDEO: Meet the new Reviewsnap interface
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VIDEO: Approval Processes that Actually Work
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VIDEO – 360 Feedback with Reviewsnap – How It Works & Why You Should Use It
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