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