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How to assign a review form to an employee

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💡Good to know: Learn how to create a performance review form here, as well as how an employee completes an assigned review form within MyPay here. Additionally, learn how a supervisor can complete any employer sections of a review form here.

AllianceHCM tips: Keep an eye out for tips from our experts!


Assigning a performance management review form to an employee

AllianceHCM tip: You can assign reviews to multiple employees at one time using the Mass Review Setup feature. Navigate to Self Serve, then choose Utilities and then choose Mass Review Setup. Select the review form name, an employee filter (such as all active), the review date, assign it to a user group that will be completing/approving the review, and period covered from dates. Then select the employees that you want to add to the review and click on Save. Only the employees who do not already have the review and review date will be shown.

Click back to your Dashboard

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Hover over the HR menu and choose Reviews

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Click on Add New

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Pick the Review Date and then click on Assign Review Form

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Fill out the Assign Review Form window

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Then Save

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You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.