• Kick off the Annual Review Process by selecting those employees who are going to participate. Each participating direct report receives a notice in their inbox for a self-assessment.
• After receiving the task in their inbox for a self-assessment, the employee downloads the yearly goals definition document and completes the self-assessment section. When completed, the employee uploads the document, clicking Submit to send it to their supervisor for review.
• The supervisor receives notice in their inbox that a direct report has submitted a self-assessment. The supervisor downloads the document, reviews the self-assessment and completes their annual review of the direct report. The supervisor thenclicks Submit to send the annual review to the Vice President.
• Vice President receives notice in their inbox that a supervisor has submitted an annual review for an employee. The vice president downloads the document, reviews it approving it or rejecting it, then clicking Submit to send back to the supervisor for further action. If the Vice President approves the annual review, the vice president also rates the employee's overall performance before submitting it back to the supervisor.
• If the annual review was approved by the Vice President, the supervisor receives notice in their inbox that they are to hold an employee meeting for a direct report, to review and discuss the annualreview. After the meeting, the supervisor clicks Submit to send the annual review document to the direct report.
• The employee receives their annual review in their inbox. The employee must review the annual review and sign and date it. The employee also can download a copy for their files.

• Ensure employee annual reviews are completed on time
• Set notifications for completing the annual reviews, reminders of task due dates, escalate to a supervisor/manager when task falls behind due dates
• Select employees to participate in the annual review process from a pre-loaded list of employees
• Ability to assign users for the annual review for new hires at any time during the year
• Electronically route the annual review documents to the employees and management
• Ability to preview the annual review documents, download them, complete them, save them for personal files and upload them for management review
• Ability to save and close the annual review documents for later completion
• Email notifications to management when a direct report is due for an annual review
• Ability for a vice president to reject an annual review submitted by a manager and send it back to the manager for revision
• Ability for a vice president to provide an overall rating on the employee based on the employee's performance
• Email notifications to the manager when they need to conduct a meeting with the employee on their annual review
• Email notifications to the employee when their annual review has been completed
• Ability for the employee to preview and download their annual review for their personal files
• Ensure that employees electronically sign off on their annual reviews
• Store employee annual reviews in an on line document repository for performance review and other HR related functions
• Provide specific instructions for conducting annual reviews to help with employee training and onboarding
• Use your own annual review documents in the Annual Review Process

The Annual Review Process uses many screens similar to the screens used in the Goal Definition Process plus some additional screens.

• Vice President reviews the annual review and selects an overall rating for the employee.