Adding Performance Type

Step 1: When you press Settings from the Dashboard or from the sidebar menu, you will land in a page like one below and see Performance Management under Record Set Up.

Step 2: Click Performance Management and using the + button add a performance type.  This could include 1 month, 3 month or annual performance review/appraisal as well as recording any disciplinary type reports and file notes. 

Enter Performance Type.

Enter Category.

Enter Stage.

Click Save.

Note: Set a user alert as a reminder to remove any warnings that have passed the 12 month mark.