How to create Performance Reviews?

How to create Performance Reviews?

To create performance reviews, go to the "Panel Management":



Click "Consulting Panel"



Here you can manage the consulting firms you have a relationship:



Go to the consulting firm profile:



Click "Meetings" :



Click "Add Meeting":



Enter the date, the company attendees and the consulting firm attendees. On Nature, select "Performance Review". Click "Add"



The performance review is added to the list:



Once the performance review is done, Edit the meeting and add the Key Outcomes. Click "Edit":



Enter the outcomes and click "Update":



The performance review is updated:




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