- From the PEARS homepage, hover the cursor over the Plan menu and click Performance Review Plans:
- The Performance Review Plan list displays. Click Add:
The Add Performance Review Plan page displays:
- Select the year for which staff members will be reviewed.
- Select the position(s) of staff being reviewed. Select a single position or multiple positions.
- Select a date and time for the performance reviews to start and end.
After the start date, staff, supervisors, and board members will have access to record and submit reviews.
After the end date, reviews can no longer be edited or submitted.
- Optionally check the box to allow Supervisors to import User Self-Assessment response data. This feature allows supervisors to begin their review by copying over responses from the agent review. This feature is helpful if your organization needs the self-assessment and supervisor responses to be listed together on one page.
- Select a self assessment survey, to be completed by staff being reviewed.
- Select a survey to be completed by supervisors.
- If applicable, select if board members should be included in the performance review process.
If Yes is selected, select a survey to be completed by board member.
- Click Save and Continue to save the page and move to the next section or click Save to save progress and view the plan details.
✓ TIP:
By default, your Performance Review Plan list shows plans created in the current reporting year. Click the Filter button to filter for other records.
✓ TIP:
The red asterisk * next to the heading of a field indicates that the field is required. You will not be able to save the record until you have added input into that field.
✓ TIP:
Only the current year or upcoming year can be selected.
✓ TIP:
Make sure staff being reviewed are assigned the correct position in their user account.
To manage user accounts, hover over the gear icon and select Manage Users.
Only User Managers and Organization Administrators may manage user accounts. Staff with these roles are listed in the PEARS Directory.
To manage user accounts, hover over the gear icon and select Manage Users.
Only User Managers and Organization Administrators may manage user accounts. Staff with these roles are listed in the PEARS Directory.
✓ TIP:
The start and deadline time must be listed at the start of the hour.
Example: 3:00 PM
Example: 3:00 PM
NOTE:
If this box is checked, the same survey must be selected for both the self-assessment survey and the supervisor survey.
NOTE:
Supervisors cannot make changes to the agent self-assessment reviews. Copying over responses to the supervisor review saves a new supervisor review in the database (that is separate from the self-assessment). The self-assessment review will remain intact and responses will not be overwritten by the supervisor.