• Kick off the Mid-Year Process by selecting those employees who are going to participate. Each supervisor with a participating direct report receives a notice in their inbox.
• After receiving the task in their inbox for a mid-year assessment for a direct report, the supervisor downloads the yearly goals definition document and updates it with the mid-year assessment. When completed, the supervisor uploads the document, clicking Submit to send it to the Vice President for review.
• Vice President receives notice in their inbox that a supervisor has submitted a mid-year assessment 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 mid-year assessment 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 mid-year assessment. After the meeting, the supervisor clicks Submit to send the mid-year assessment document to the direct report.
• The employee receives their mid-year assessment in their inbox. The employee must review the mid-year assessment and sign and date it. The employee also can download a copy for their files.

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

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

• Supervisor downloads and completes the mid-year assessment.

• Vice President downloads and reviews the mid-year assessment, approving or rejecting it.

• Employee receives the mid-year assessment to review, download for their files and then acknowledge review by electronically signing.