1. Request a Team Member Performance Review
1. Within the ‘Evaluations’ page, navigate to the ‘Team Member Performance’ section. Click the ‘Member is not reviewed. Click to request a review’ link as shown below (E.g. Request a review for Mary Moro).
Note: Only Users with global access to ‘Evaluations’ can request a team member performance review
2. Fill in the required fields in Member Review Form. Once complete, click the ‘Submit’ button to save review request.
Below are the required fields:
- Reviewer Name – the full name of the person who is to review the Member. This helps PM identify the person on the project and helps in communication.
- Reviewer Email – the current and working email address for the Reviewer to be used for communication
- Reviewed Role – what role the member is to be reviewed for
- Reviewed Year – for what year the member review corresponds to
- Subject Line – subject of the request
- Reviewer Comment – request details for the Reviewer
3. Once submitted, Review Request is added in the ‘Member Review Requests’ section with a Pending status.