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Completing a People review
Who is this article for?
Users responsible for carrying out People reviews.
Person Review Edit permissions are required.
When an employee or external contact review has been scheduled, you may be assigned as the person responsible for completing the review.
This article walks you through the process of carrying out a People review.
1. Completing a review
To complete a person review:
- Access the People module.
- Select People.
- Open a user record.
- Switch to the Reviews tab.
- Click Edit (Pencil icon).
- Click Edit Review.
- Set a Performed Date.
- Add Attachments as needed.
- Enter review Details.
- Click OK.
1. Completing a review
To complete a person review:
- Access the People module.
- Open a user record.
- Expand the Reviews section.
- Highlight the review.
- Click Open.
- Set a Performed Date.
- Add Attachments as needed.
- Enter review Details.
- Click OK.