How to create a performance record for an employee

To create a performance record for an employee at your school please follow the steps below

Please note that you must have the view and edit performance records permission enabled.

- Select Performance from the main menu on the left hand side

- Select Performance Records

- Select Create Records

Within the table on this page, you may see multiple rows for the same employee. This will be because you can create a performance record for each job role rather than just each employee.

To create multiple performance records at once:

- Find the employee/job role in question and tick the box on the far right of that row

- Then select from the drop down "create performance record".

To create a single performance record:

- Find the employee/job role in question

- Click on the plus icon to the far right of that row.

A new box will now pop up and you can now choose who will be the designated reviwer from the drop down list.

- Click Save

The Performance record will now be listed in Performance - Performance Records - Current Records.