Performance (Administrator)


What is this form?       

Performance allows an Administrator to quickly and easily view, edit and create a variety of performance reviews. Specifically, Administrators can perform the following types of reviews:

  • Annual
  • Bonus
  • Disciplinary
  • Merit
  • Mid Probation
  • Probationary
  • Quarterly

Why/when to use this form?

Use this form to:

  • Document performance reviews

Tips from Your CBS Pros:

  • Talk to your CBS representatives about introducing workflow as part of this form
  • You can search by employee by typing the name in the Search Box rather than scrolling through list

How to use this form:

This is a View, Edit or Create form that allows Administrators to complete performance reviews.  To begin a review, select the employee for which a review is needed.  Once you have selected your employee click the “Create A Review” button.


Once an Administrator has created a view, a pop up box will appear to select the date of the review, the name of the reviewer, the review type as well as which assignment for the employee selected you will be reviewing.


Now that you have selected the person and the review type and other details, you may proceed to complete the review in question.


Once you have completed the review remember to save your work by clicking on the green Save icon save-icon.