--- title: "Fill in Performance Review Form" slug: "fill-in-performance-review-form-1" description: "Learn how to fill in each section type in performance review form (Objectives, Competence, KPIs, Job Responsibilities, Career Goals, Summary Score, etc.)." tags: ["Local HR", "Employee", "HR", "Manager"] updated: 2024-10-28T16:41:09Z published: 2024-10-28T16:41:09Z canonical: "help.lanteria.com/fill-in-performance-review-form-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.lanteria.com/llms.txt > Use this file to discover all available pages before exploring further. # Fill in Performance Review Form To start working on the review form, select a form available to you in the **Employee** menu or **Manager** menu and click **Fill in**. Work with the sections that are editable for you. Whether the section is editable depends on your role and the section settings (the **Filled By** section property) and workflow settings (Hide Sections, Lock Sections and Read Only properties). All the information you enter into the form will be synchronized with your current data (objectives, competencies and so on). The following topics explain how to fill in a section of each type. ## Objectives Section The **Objectives** section contains all the employee objectives for the review period, along with their results. This means that if the employee was keeping the objectives information up-to-date, the section is already filled in. Otherwise, edit the goals by clicking their titles and changing the goal results and status. You can add additional goals to the form by clicking **Assign Qualitative Goal** or **Assign Quantitative Goal**. If you assign a goal directly on the performance review form, its start date and due date by default will be the same as the review period start date and end date correspondingly.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img010(10).png) Note that if the company and department goals were included in the review form, they will display in the **Objectives** section, although they will not be editable. In case a goal does not have the due date specified, it will be available in the Objectives section of the performance review form only if its start date is within the assessed period of the performance review. The **Details** can be expanded under the goal if the goal has information in one of the following fields: **Description**, **KPIs**, **Key Result Activities**, **Final Evaluation**. Based on the objective results (% Complete), the system will calculate the payout to be used for bonus calculation. The payout calculation rules are described in the [**Bonus Calculation**](/v1/docs/bonus-calculation) section. ## KPIs The current KPI results will be copied to the KPI section. View the KPI history by clicking **History**. Change the values as necessary by clicking each KPI title.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img66.png) ## Competencies The current employee assessment will be copied to the employee review form. To change the competency assessments, click **Assess** and evaluate each competency.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img67.png) When assessing a competency, you can leave a comment under each assessment, if necessary.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img68.png) Comments can be deletes by HR/Local HR or Training Manager by clicking the ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674618307239.png) icon.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img69.png) *Note**In the Only SQL mode, you can also edit a comment if it is a comment left by you: click the* ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/image-1674618340825.png)*icon to edit/delete your comment.* ## Job Responsibilities Evaluate each job responsibility by clicking the **Assess** link.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img70.png) This opens the assessment form.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img71.png) 1. Select the level of fulfillment of this responsibility by the employee from the drop-down list in the **Level** field. 2. Enter any relevant notes into the **Notes** field. 3. Click **Save**. ## Development Needs The manager and employee identify a list of development goals, that is, which areas of the employee’s performance need to be further developed and in which way, with the goal of improving the employee performance and competencies. Add the development needs by clicking **Add Development Need**. The added needs will be available in the **Employee** menu under **My Learning** > **My Development Needs**.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img72.png) ## Career Goals The **Career Goals** are copied automatically to this section of the review from **My Goals,** accessible from the **Employee** menu under the **My Performance** section. Click **Add Career Goal** to add goals as necessary.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img74.png) ## Custom Fields Click the **Fill Section** button to fill in a section with the custom fields. Based on the field types set up in, you can provide the free text, enter date, select the check box or select among the available choices.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img73(1).png) The form for editing will open. In this example it has two free text fields, a check box and a drop-down list for selection. ## Performance Rating The performance rating section will list the names of sections with the **Included in Performance Rating** check box selected. You will be able to select overall scores for each section. Based on your scores and each section's weight, the system will calculate the general score and put it into the **Manual Score** field in the **Details** section of the review form. You can edit this value later, if necessary.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img1204.png) ## Related - [Employee Goals](/employee-goals.md) - [Competencies](/performance-competence-overview.md)