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Applies to these Dynamics 365 apps:
Human Resources
This article explains how to create a performance review and describes the purpose for each section of the review. This procedure was created using the USMF demo data company.
On the home page, select the Employee self service workspace.
Select New review to create a new review.
In the Review type field, enter or select a value.
In the Performance period field, enter or select a value.
In the End date field, enter a date.
Select OK. You can also create a review from a template. This is the best way to create a review because each section will contain the information that you need to start a review.
You can show or hide tabs such as the attachments tab:
Select Add goal to review to add a goal. Select OK when finished.
Select Add competency to open the drop dialog.
In the Title field, type a value.
In the Description field, enter Increase customer skills by working with the support team
.
Select OK.
Select Collapse all.
Select Expand all.
Select Add comment.
Select Post.
Select the Measurements tab.
Select Add measurement to open the dialog menu.
In the Measurement field, enter or select a value.
In the Target amount field, enter a number.
Select OK.
Select the Activities tab.
Select Add.
In the Title field, type a value.
In the Description field, type a value.
In the Start date field, enter a date.
In the Date completed field, enter a date.
Select Yes in the Development plan field.
In the Keywords field, type a value.
Select Save.
Select the Ratings tab.
Select the Sign offs tab. If the review uses workflow, then the signoffs will appear only after the workflow is complete. If no workflow is used, then both the worker and the manager are listed here. The Required check box for Sign offs is selected based on the settings of the review type.
Select the General tab.
In the Overview field, type a value.
Select the Review tab. As the review moves through the statuses, the employee and manager can add comments for each goal or competency.
Select the Sign offs tab. The worker and manager can sign off on the review. When all required sign offs are complete, the status is changed to Completed and no more changes can be made.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today