Move to Performance Review Step

Updated on 16 Aug 2024
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If there is a need to move one or several performance review forms to another step in the workflow, use the Move Selected Reviews to Step option in the Performance Reviews page. This will change the current step to the selected one and change the current responsible correspondingly.

Note

If the review form has been assigned using the Move Selected Reviews To Step option, the due date for completing the step is calculated by adding the number of days specified in the Due In (days from beginning of the review) field of the review workflow step to the performance review round Start Date.

To move the reviews, follow these steps:

Go to Performance > Performance Reviews.
On the Performance Review Rounds tab, select a round and click Reviews to open a list of its performance review forms.
On the Performance Reviews page, select the check boxes next to the names of the employees whose forms are to be moved to another step.
In the Move Selected Reviews to Step field, select a step review forms will be moved to and click Move.
The current step will change to the selected one.

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