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Set up performance reviews

Give employees clear goals and structured feedback on their performance.

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Written by Robert Martin

Before you start

Performance reviews in PeopleHR help you improve employee performance, increase engagement and set clear goals.

📌Note: This article covers the performance module in PeopleHR, not Access Employee Performance in Access Evo.

Only admins and users with edit access rights can create performance reviews.

A segment is a section of questions in the review. Core segments apply to everyone in the review, job role segments apply to specific job roles, and 360 segments collect feedback about the employee from colleagues.


Set up a performance review

Watch the video for a quick overview, or follow the steps below:

  1. Click Access Button, then click HR Admin.

  2. Click Settings, then click Performance.

  3. Click +, then complete the name field.

  4. Select a completion date, or click No Completion Date.

  5. Select who can take part in this review, then click Test Rule.

  6. Click Add Segment for each core, job role and 360 segment you need.

  7. Complete the performance questions for each segment.

  8. Select an option under Core Value, then click Add.

  9. Click Save Segment, then click Save.

  10. Select In Use, then click Send Email To All Employees.

Employees and managers can now complete the performance review.

You can't print a blank review template or change the segment names on a performance review.

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