Performance Reviews
Annual, Interim, and Custom Performance Reviews, and How to Create Them
Megan Johnson
Last Update 6 months ago
- Annual Review – Based on your organization’s configured review schedule, either by a set date or employee hire date.
- Interim Review – Based on a recurring timeframe set by the administrator in Organization Settings (e.g., quarterly, semi-annual, bi-monthly).
- Custom Review – Allows leaders to create reviews for any additional timeframe, such as more frequent evaluations for specific employees.
Regardless of the review type, the system automatically populates all logs created within the selected timeframe. This eliminates the need for leaders to search records and ensures transparency for employees.
All reports require Leader Comments and follow a signature process, with the employee signing first, followed by the leader.
Custom Performance Reviews can be created by leaders at any time to evaluate performance over a specific timeframe. While most departments typically complete an annual report, custom reports are often used for probationary employees, training classes, or new hires.
When creating a custom review, the system will assign a default timeframe—be sure to review this and adjust the dates as needed using the calendar tools at the top of the page. All leader logs entered within the selected timeframe will automatically populate in the report, providing leaders with the relevant information needed to complete a thorough and accurate performance review.
