Support Articles

Support articles for Reviewsnap’s new platform

Employee

Quick Start Guide

Employee Quick Start

VIDEO: The Employee Interface

Goals and Notes

Add a Measurement

Add a Goal

Add a Note

VIDEO: Add a Goal

VIDEO: How to Take a Note on Yourself

My Info

Adding Information to Employee Folder

Add or Change Profile Photo

Password Reset on Login Page

My Reviews

Evaluate Self-Review

360 Rater Suggestions to Your Manager

How to Acknowledge your Review

How to Print my Review as Employee

VIDEO: How to Complete your Self-Review

VIDEO: How to Complete 360-Rater Feedback

VIDEO: How to Acknowledge Your Review

How to Create a Future Review

Manager

Quick Start Guide

Manager Quick Start

VIDEO: The Manager Interface

Reviews

Evaluate an Employee’s Review

Add a 360 Outside Respondent

Re-Request a Self-Review

Cancel an Approval

How to Override a Review

How to Approve when Manager Approval Requested

How to Create a Future Review for an Employee

VIDEO: How to Approve/Disapprove a Review

VIDEO: How to Archive a Review

VIDEO: How to Share Approver Comments with an Employee

VIDEO: How to Download or Print a Review

VIDEO: How to Access Archived Reviews

VIDEO: How to Evaluate an Employee’s Review

VIDEO: How to Request 360-Rater Feedback

VIDEO: How to Address a Disapproved Review

Goals and Notes

Add a Measurement

Add a Goal for an Employee

Add a Note

VIDEO: How to Adjust the Weights of Goals

VIDEO: How to Cascade Goals

VIDEO: How to Take Notes on an Employee

VIDEO: How to Add a Goal During the Evaluating Phase

VIDEO: How to Add Goals to an Employee’s Review

My Employees

Adding Information to Employee Folder

How to print reviews as Manager

Taking Notes on Employees

Administrator

Administrator Guide

Administrator Quick Start Guide

Employee Information

Add Employees

Terminate an Employee

Change Manager or Position

Password Reset

VIDEO: The Administrator Interface

VIDEO: How to Update Managers in Bulk

Employees (Admin.)

Bulk Edit Employee Information

Welcome Email

VIDEO: How to Export a List of Employees

Reviews

Change Review Period (Singular and Bulk)

Custom Review List

Bulk Edit Review Information

How to Print a Review

Bulk Export PDFs of Archived Reviews

Unarchive a Review

How to Find Canceled Reviews

How to Add Manager Approval to the Approval Route

VIDEO: How to Update Review Dates in Bulk

VIDEO: How to Create an Ad Hoc Review

VIDEO: How to Create a Second Review Set

VIDEO: Overview of the Review Cycles Tab

VIDEO: Separate Due Dates

Templates

How to Add a Position

How to Copy a Position

How to Add “N/A” to a Rating Scale

How to Add and Edit Competency

Create and Edit a Section

How to Create a Rating Scale

VIDEO: How to View and Change the Competency Library

VIDEO: Overview of Rating Scales

Reports

Reviewsnap Snapshot

View Email Log

Performance History Report

Rating Distribution Report

Activity Log

VIDEO: How to Read the Organization Chart

VIDEO: How to Read the Administrator Snapshot

VIDEO: How to Read the Performance History Report

VIDEO: How to Read the Rating Distribution Report

VIDEO: How to Read the Rater Bias Report

VIDEO: How to Read the Performance Ranking Report

Settings

Auto Archive

Emails: Disable vs. Delete

Enabling Emails

User Import

Send Reviewsnap Notification on Specific Date

Emails: Sending by Process

Company Information

Groups

Manager/Employee Notes Preferences

Reviewsnap Security and Passwords

VIDEO: How to Create Groups

How to Edit the Welcome Message

Advanced Features

Position Versioning

Restricted Administrator

Authentication and Single Sign-On

User Import

Strategic Goals

Strategic Goals

360 Degree Feedback

How to Create a Predefined 360-Rater Group & Allow Employees to Suggest 360-Raters

How to Edit 360 Requests

Webinars

VIDEO: Reporting Webinar

VIDEO: 360 Reviews Webinar

VIDEO: Goals Webinar

VIDEO: Template Builder Webinar

VIDEO: Train the Trainer Webinar

VIDEO: Succession Planning Webinar

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