Andrew
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Recent activity by Andrew-
How do the reports display once released?
Once the reports are released by the Manager or Admin, the reports can be found in the Reports tab. The Reports will have a finalized review score as while as the answers and additional comments to...
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360 review: Show or Hide 360 comments
When creating a 360 review template, you have the option of hiding the additional comments from the Employee's report/finalized review or showing the additional comments within the Employee's repor...
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Department heads are wrong, I have staff set as mangers under the department chart and they should not be managers.
If the department heads are wrong, you can change the department heads by going to the Directory tab > Department Chart > Edit (in between the "X" and "Delete" > change the name of the department h...
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Manager Viewing Team Members' Reports
Go to the Reports tab. Once in the Reports tab, click on Team Report. Scroll down to the Team Breakdown section. Click on See Full Report. Go to the Reviews Section for the specific...
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Review Templates: Questions, Answers And Comments
Every review contains questions and answers that can be classified as score based which collect a numerical score, or qualitative which does not get scored collects firsthand feedback on character,...
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Deleting Feedback
If you need to delete feedback, select the Delete in the upper right hand corner of the feedback you wish to be deleted. You will need to confirm that you want to delete the feedback by clicking...
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TriNet Perform-Delete or Interrupt a Live Review
This Article will walk you through how to delete a live review. Interrupting and Deleting an Active Review Template will have three (3) effects: All active employees’ reviews will be deleted. N...
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Distribute Reviews To One Or More Departments
The Distribution selects who the review is relevant for, in some cases a review is designed for one or two departments like customer facing performance metrics, or it is set by default to the entir...
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Creating Goals
Goals are easily added and tracked by employees, managers, or company administrators. They can be classified by category and broken down into smaller tasks called milestones. Add a goal by click...
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Workflow For Completing And Scoring Goals
1. The employee (in the "My Goals" tab) or manager (in the "Team" tab) will click the “Complete” button when the goal is finished and ready for the manager's approval. Until the manager approve...