Performance Review Plans

Manage annual performance review cycles with self-assessments, supervisor reviews, and optional board member reviews in PEARS.

Performance Review Plans in PEARS provide a structured process for conducting annual staff evaluations. Administrators create review plans that define participation, assessment windows, and surveys. Staff members complete self-assessments, supervisors provide evaluations and feedback, and board members can optionally participate in the review process.

Getting Started

To access Performance Review Plans, hover over the Plan menu in the top navigation bar and click Performance Review Plans. The Performance Review Plans list displays all review plans with options to search, filter, and create new plans.

Screenshot: The Performance Review Plans list view showing the table of review plan records with columns for year, positions, status, and assessment windows, along with the search bar, filter options, and Add Review Plan button

Create a Review Plan

An administrator creates a review plan that defines the review year, participating positions, assessment windows, and surveys.

Create a Review Plan

TIP: Each stage of the review process has its own assessment window with start and deadline dates. Participants can only submit their reviews during the open window for their role.

NOTE: Board member reviews are only available when the review plan has the Uses Board Members option enabled. If your organization does not use board member reviews, this stage is skipped.