Available in Sage 50 Premium Accounting and higher.
To enter or view the performance review history for an employee, select the Performance Reviews button on the Pay Info tab of the Maintain Employees/Sales Reps window. The Performance Reviews window appears. The Performance Reviews window allows you to view, add, edit, and delete performance review information for the selected employee.
Next Review Date: Use this date as a reminder of when the next review for this employee should take place. The date will appear in red if it has already passed.
You can enter up to 40 review entries for each employee. Simply, enter new review information in the first line of the grid.
Date: Enter the date of the review in this field. It is automatically populated with the current date, but you can change it if necessary.
Rating: If your company uses performance ratings, select the rating that the employee received on the review. Select Customize ratings to enter or change the performance ratings that your company uses. These ratings are maintained on the Review Ratings tab of Employee Defaults.
Reviewer: This field is automatically populated with the name of the employee's supervisor. The supervisor is specified on the Additional Info tab of the Maintain Employees/Sales Reps window. You can select a different reviewer if necessary.
Notes: Enter any notes about the review. You can hold the mouse over the notes field to view the entire note after you have entered it. If you need to enter more notes than will fit in the notes field, you could enter the notes in Microsoft Word or Notepad and then attach the file to the review.
Attachments: You can add attachments to each review entry. If an entry has an attachment added, you will see a View/Edit link instead of the Add link. You can add multiple attachments to each review entry.