> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/performance-review-plans.md).

# 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 positions, year, start date, deadline, created by, and last modified by, along with the search bar, the Year and Position filters, and the Add button](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-6671db52f5ff61f1e8bfadf408cd867d453be713%2Freview-plans-list-view.png?alt=media)

## Workflow

Setting up a review cycle involves several steps. PEARS guides you through each section of the plan in order:

{% stepper %}
{% step %}

#### Create a Performance Review Assessment

Build the surveys used for self-assessments, supervisor reviews, and board member reviews. A survey must already exist before a review plan can reference it.

[Create a Performance Review Assessment](/plan/performance-review-plans/create-a-review-assessment.md)
{% endstep %}

{% step %}

#### 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](/plan/performance-review-plans/create-a-review-plan.md)
{% endstep %}

{% step %}

#### Add Supporting Data

Choose whether staff must include records from other PEARS modules in their reviews, and which modules and years those records come from.

[Add Supporting Data](/plan/performance-review-plans/add-supporting-data.md)
{% endstep %}

{% step %}

#### Mark the Plan as Complete

Finalize the plan once its settings are in place. You can reverse this action if further edits are needed.

[Mark a Performance Review Plan as Complete](/plan/performance-review-plans/mark-a-review-plan-as-complete.md)
{% endstep %}
{% endstepper %}

## Manage Review Plans

* [Copy a Performance Review Plan](/plan/performance-review-plans/copy-a-review-plan.md) — Duplicate an existing plan's settings into a new review year.
* [Delete a Performance Review Plan](/plan/performance-review-plans/delete-a-review-plan.md) — Remove a plan that is no longer needed.

{% hint style="info" %}
**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.
{% endhint %}

{% hint style="warning" %}
**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.
{% endhint %}