Andrew
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Recent activity by Andrew-
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...
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Moderate and Send Back Reviews
The Company Owner (CO) and Admins have the ability moderate and send back reviews once the manager has submitted the review(s) to HR. To Moderate and Send Back reviews, go to the Activity tab. ...
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Milestones
Milestones break down goals into smaller parts that can help individuals and managers track longer goals over time. Milestones are simply tasks on a to do list, with a check box that can be checked...
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Track Your Progress With Milestones
Milestones help track the progress of a goal over time. When creating a goal, you can add in as many milestones as you choose along with deadlines for when the milestone should be completed. By cli...
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Indications that a review has been submitted to HR
For Managers: When you submit a review to HR, the Review button will turn into a View Review button. Click on View Review to access the review that you submitted to HR. For Admins: When vi...
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Delete Goals
To delete a goal, go to the Goals tab. Find the specific goal, and click on the Trash Can Icon: . A pop-up window will display confirming the deletion of the goal. Click "Yes, Confirm" to com...
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Employees Viewing their own Reports
You can only view a Report when your manager or Admin has released the Report. When your Report is released, you will receive an email notification notifying you that your Report is ready to view. ...