Available in Sage 50 Premium Accounting and higher.
Enter Employee Performance Review Information
Tip: You can attach review information to each employee record. You can have up to 40 review entries for each employee. You can also add attachments to each review record.
To enter review information for an employee:
- From the Maintain menu, select Employees/Sales Reps.
- On the Maintain Employees/Sales Reps window, select the employee whose review information you want to enter.
- On the Pay Info tab, select the Performance Reviews button.
- Enter the review information on the first line of the grid.
- Enter the review date, if different from the current date, in the Date field.
- In the Rating field, select the rating the employee received on his or her review if your company uses ratings.
Note: If you don't have ratings set up or you need to change the ratings, click the Customize ratings link. When you are finished entering the ratings, you can return to the Performance Reviews screen and continue entering the review information.
- In the Reviewer field, select the employee who conducted the review, if necessary. If the employee has a supervisor entered on the Additional Info tab, that supervisor will automatically appear in the Reviewer field. You can select a different employee as the reviewer if you need to.
- Enter any notes about the review in the Notes field. After you enter the notes, you can move the mouse over the notes field to see the entire note.
Tip: If you want to add a note that is too large to fit in the Notes field, you can enter the note in Microsoft Word or Notepad and then add the file as an attachment to the review entry.
- If you want to add an attachment to the review, you can do this from the link in the Attachments field. Click the Add link to add an attachment to a review that doesn't have any attachments. Click the View/Edit link to view or edit an attachment for the review or to add another attachment for the review. You can have multiple attachments for each review entry. Tell me more about attachments.
- If you want to keep track of when the next review for this employee should take place, you can enter the date in the Next Review Date field. The date in this field will be red when the date has passed.
- When you have completed all of the review information, click Save to save the review information and return to the Maintain Employees/Sales Reps window.
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