Create and Configure Performance Reviews in Performance Management

Learn how to effectively set up rating scales, customize review templates, and assign employees to evaluation cycles in isolved's new Performance Management Tool

Ryan Cynkar
29 steps
8 minutes

Threadhcm

Navigate to [https://connect.threadhcm.com/default.aspx#/default.aspx](https://connect.threadhcm.com/default.aspx#/default.aspx)

Click "Performance Management"

Here is your review dashboard. \ You can view all of your Reviews and Create a new one. \ If you click Set up a Review, you can create the whole review, ratings scales and templates on the fly. Otherwise, follow the steps below.

Click "Rating Scales" to build your ratings

Click "Create a Rating Scale"

Fill out all the details for your rating scale\ Name\ Description\ How many 'Levels' you'd like to your Rating Scale

Then fill out the Rating level for each number including name, abbreviation and description

Click "Save and exit"

Click "Templates" to build out your questions and review access

Click "Create a template" or copy an existing one

Here you'll build out the review.

Here you can edit who has access to review each sections. \ Employee, Manager and Supervisor\ These will be based off of the employee's assigned manager or supervisor.

You can choose a couple settings here, including if this section is required to complete.

As you build your reviews, you can Add another question, or Add another section.

Click "Create template"

Next you'll build the actual review. This is where you'll assign the employees to the review. \ Click "Reviews"

Click "Set Up a Review"

## **Fill out the details for the review and then choose the Review Type.** Your options are as follows:\ **Annual** - This will allow to choose the year and the template will be based off of that calendar year\ **Custom** - Here you can set any date range you'd like for the review period\ **Introductory** - This allows for intro reviews for 30/60/90 day reviews. There is also a custom option within this for other introductory periods.

Click "Save and continue"

Click "Timeline for Annual ReviewThe evaluation timeframe determines when performance is assessed. We've set an annual period, but you can adjust it as..."

Choose your Evaluation Timeline \ Click "Save and continue"

Choose your template you built or Create a New Template from right here

Click "Save and continue"

Click "Assign employees"

Choose the employees from this list

Click "Assign employees"

Here you'll see the employees who are listed

On the Final Checks screen you can review the whole setup.

Then Click 'Launch Review' If you are ready to send it to everyone. You can always add employees after the fact.

Create and Configure Performance Reviews in Performance Management

Learn how to effectively set up rating scales, customize review templates, and assign employees to evaluation cycles in isolved's new Performance Management Tool

Ryan Cynkar
29 steps
8 minutes

Threadhcm

Navigate to [https://connect.threadhcm.com/default.aspx#/default.aspx](https://connect.threadhcm.com/default.aspx#/default.aspx)

Click "Performance Management"

Click "Rating Scales" to build your ratings

Click "Create a Rating Scale"

Fill out all the details for your rating scale\ Name\ Description\ How many 'Levels' you'd like to your Rating Scale

Then fill out the Rating level for each number including name, abbreviation and description

Click "Save and exit"

Click "Templates" to build out your questions and review access

Click "Create a template" or copy an existing one

Here you'll build out the review.

Here you can edit who has access to review each sections. \ Employee, Manager and Supervisor\ These will be based off of the employee's assigned manager or supervisor.

You can choose a couple settings here, including if this section is required to complete.

As you build your reviews, you can Add another question, or Add another section.

Click "Create template"

Next you'll build the actual review. This is where you'll assign the employees to the review. \ Click "Reviews"

Click "Set Up a Review"

Click "Save and continue"

Click "Timeline for Annual ReviewThe evaluation timeframe determines when performance is assessed. We've set an annual period, but you can adjust it as..."

Choose your Evaluation Timeline \ Click "Save and continue"

Choose your template you built or Create a New Template from right here

Click "Save and continue"

Click "Assign employees"

Choose the employees from this list

Click "Assign employees"

Here you'll see the employees who are listed

On the Final Checks screen you can review the whole setup.

Then Click 'Launch Review' If you are ready to send it to everyone. You can always add employees after the fact.