ParenteBeard Performance Coach/Engagement Evaluation Instructions: Please see Employee Instructions for managing your own personal information.

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1 ParenteBeard Performance Coach/Engagement Evaluation Instructions: Please see Employee Instructions for managing your own personal information. Click on Manage Employees. This will bring you to your own Employee File. Use the drop down on the file to access those employees who you have the ability to create reviews for. After you select the person you want to manage at the time, their information will flood into the file. This will then give you the following options under the individual: At the bottom, you will see Manage Goals. This is where you can go to View the person s goals or add new goals for them. (The Employee is not able to add or update their own goals)

2 The Second Option is Create/View Journal Entries. This will allow you to leave notes on this employee and their performance throughout the year. It will also allow you to view any entries already left on them. The intent of this is to have a file of items you want to remember when you go to complete this person s review. When you create a new entry, you have the following options: You do have the option to mark this entry as private. That means you are the only person who can view the entry, aside from HR. (Employees can never view entries left on them, regardless if Private is selected or not) Then leave the Title, Entry and each entry allows for one attachment. You can create an unlimited number of entries and they always remain on the employee s file. Creating a Review When you are ready to conduct a review on this person, you will click on Create or Complete a Review.

3 This brings you to a page where you will select the review period the evaluation is on. Next you will select the template. Then you will make sure the information is correct and click Continue. This brings you into the review. If you would like, you can now use the split screen, on the top righthand corner of the page. The Split Screen allows you to pull up the review on the left-hand side and on the right-hand side, pull up past reviews, journal entries and goals. You can also copy and paste from the split screen into the review. Filling in the review form. You will want to be sure to fill in each item on the form. Select the radio button to provide a rating and use the comment area for your explanation. Each category is located in a blue bar along the bottom of the screen. Click on each blue bar to open up that category. Make sure to use the Save Only option at the bottom of the page frequently. When completed with all categories, click Next at the bottom of the page. This will automatically save your progress so far and move you forward. Continue through the review clicking Next after each page until you to get to the Finalize review page that you see below.

4 You can use the drop down bar to go back into the review and make any changes. If you are not ready to move it forward to sign, click to Save and Exit. If you do Save and Exit, you will need to come back into the review later to Mark for Signatures. When you are ready to move the review forward through Signatures, click to Mark this Review Ready for Signatures. When you do mark the review for signatures, it will take you to a page where Require Employee Signature is already selected; be sure to leave this option checked. You will also see a list below of any other managers who have access to this individual. If anyone else needs to sign, select them and click Submit. When you click Submit, you are taken to the following page. To look at the review, click on View Reviewers will show you anyone who entered information onto the review; this should be your own name. Comments, is where the employee can leave final comments on the document before they sign. If they do so, you will be notified and can view them here. Signatures is where you will go to sign off on this review. When you do sign, the review is then automatically sent directly to the employee to view and sign. Continue allows you to go back into the review and make changes. If you do this, your signature is wiped out and you will need to mark the review for signatures again and resign.

5 After you sign and the Employee signs the review, it will automatically close out. You will now have a new option under the employee s file called View Completed Reviews. You can access any completed reviews here as a pdf document. Notes: Make sure to never have Reviewsnap open more than once in a browser. If you would like to pull information up side-by-side, be sure to use the Split Screen option. Reviews are not completed until you have signed the document and the Employee has signed. The Employee cannot sign until you have signed off yourself. If you click Continue on the review, you will have to mark it for signature again and resign. Be sure to save your work frequently while in reviews. Do not close the browser or click on any tabs while in the review. The system will time out after 24 hours.