How to Start a Scheduled Review with an Employee

From the Dashboard, click Employee Review in the left-side menu.
Locate the employee and click the pencil icon.
Do one of the following:
- Click the play icon under Upcoming Reviews
- Click Start a Review
In the pop-up window:
- Select Start a Review to take notes during the review
- Select Enter a Review to add notes after the review
If starting a review, choose whether to clock the employee in.
Select a review template:
- Blank Form
- Employee Review
- Performance Review
Enter responses and click Continue.
If the employee was clocked in, choose whether to clock them out or leave them clocked in.

Start and complete an employee review, including taking notes and optionally clocking the employee in during the review.